Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$604,594
+$210,330 QoQ
Shares Held
2,664
+28.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 681 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $123,070,657 across 38 Specialty Industrial Machinery names. IEX ranks #32 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,350 | $20,383,821 | |
| 2 | PH |
Parker-Hannifin Corp
|
19,601 | $19,172,130 | |
| 3 | ETN |
Eaton Corp plc
|
33,582 | $14,309,961 | |
| 4 | CMI |
Cummins Inc
|
14,866 | $10,602,579 | |
| 5 | EMR |
Emerson Electric Co
|
59,458 | $8,511,412 | |
| 6 | ITW |
Illinois Tool Works Inc
|
19,321 | $5,225,750 | |
| 7 | NDSN |
Nordson Corp
|
12,760 | $3,849,564 | |
| 8 | AME |
Ametek Inc/
|
15,060 | $3,643,616 |
All Filings in IEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,594 | 2,664 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $394,264 | 2,080 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $362,641 | 2,038 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $342,121 | 2,102 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $530,923 | 3,024 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $592,857 | 3,276 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,190,232 | 5,687 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,403,902 | 6,545 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,794,905 | 8,921 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,854,307 | 7,599 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,579,475 | 7,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,964,956 | 9,446 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,342,459 | 10,882 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,915,598 | 12,620 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,001,854 | 13,147 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,175,966 | 10,888 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,813,212 | 9,983 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,901,578 | 9,918 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,457,019 | 10,397 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,050,046 | 9,906 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,084,753 | 9,474 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,026,636 | 9,682 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,375,276 | 6,904 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $461,287 | 3,340 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||