Position in IEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,298,601
+$3,945,783 QoQ
Shares Held
23,347
+227.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#195
of 681 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $122,328,949 across 31 Specialty Industrial Machinery names. IEX ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
185,066 | $26,492,197 | |
| 2 | PH |
Parker-Hannifin Corp
|
24,808 | $24,265,200 | |
| 3 | GEV |
GE Vernova Inc.
|
15,880 | $18,656,776 | |
| 4 | CMI |
Cummins Inc
|
9,257 | $6,602,184 | |
| 5 | ROK |
Rockwell Automation, Inc
|
12,898 | $6,385,541 | |
| 6 | ITW |
Illinois Tool Works Inc
|
20,915 | $5,656,880 | |
| 7 | IEX |
Idex Corp /De/
This page
|
23,347 | $5,298,601 | |
| 8 | AOS |
Smith A O Corp
|
81,052 | $5,083,581 |
All Filings in IEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,298,601 | 23,347 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,352,818 | 7,137 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $346,449 | 1,947 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $313,964 | 1,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $379,055 | 2,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $417,859 | 2,309 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $586,220 | 2,801 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,229,085 | 5,730 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,385,060 | 6,884 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,742,302 | 7,140 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,479,386 | 6,814 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,366,483 | 6,569 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,468,072 | 6,820 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,756,058 | 7,601 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,900,846 | 8,325 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,465,099 | 7,331 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,375,483 | 7,573 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,419,376 | 7,403 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,924,353 | 8,143 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,705,888 | 8,243 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,880,107 | 8,544 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,190,324 | 10,464 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,227,852 | 11,184 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,220,659 | 12,174 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,892,370 | 11,974 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,536,611 | 11,126 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||