Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,765
+$2,491 QoQ
Shares Held
21
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#614
of 677 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,540,043 across 27 Specialty Industrial Machinery names. IEX ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
11,044 | $308,900 | |
| 2 | SMR |
NUSCALE POWER Corp
|
18,117 | $181,713 | |
| 3 | GEV |
GE Vernova Inc.
|
146 | $171,529 | |
| 4 | XYL |
Xylem Inc.
|
1,103 | $130,385 | |
| 5 | NPO |
Enpro Inc.
|
300 | $113,079 | |
| 6 | FLS |
Flowserve Corp
|
1,201 | $89,066 | |
| 7 | IR |
Ingersoll Rand Inc.
|
862 | $70,675 | |
| 8 | GNRC |
Generac Holdings Inc.
|
218 | $63,832 |
All Filings in IEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,765 | 21 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,274 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,929 | 112 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,158 | 130 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,778 | 50 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $21,310 | 99 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,192 | 148 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,353 | 76 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $29,060 | 160 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,943 | 31 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||