Position in IEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,092
+$5,124 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#558
of 677 holders
Holding Since
Mar 2025
6 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, 2026J.Safra Asset Management Corp holds $3,930,987 across 15 Specialty Industrial Machinery names. IEX ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,480 | $1,909,017 | |
| 2 | EMR |
Emerson Electric Co
|
5,512 | $789,042 | |
| 3 | FLS |
Flowserve Corp
|
8,696 | $644,895 | |
| 4 | PH |
Parker-Hannifin Corp
|
465 | $454,825 | |
| 5 | DOV |
DOVER Corp
|
250 | $56,070 | |
| 6 | IEX |
Idex Corp /De/
This page
|
137 | $31,092 | |
| 7 | GEV |
GE Vernova Inc.
|
15 | $17,622 | |
| 8 | ROK |
Rockwell Automation, Inc
|
20 | $9,901 |
All Filings in IEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,092 | 137 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,968 | 137 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $24,377 | 137 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,298 | 137 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,961 | 108 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $19,544 | 108 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||