Creative Planning

Position in IEX — Idex Corp /De/

CIK 1540235 OVERLAND PARK, KS

Position in IEX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,914,135

+$5,007,057 QoQ

Shares Held

56,903

+36.4% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#143

of 681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. IEX ranks #14 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	111,352	$130,823,009
2	ETN	Eaton Corp plc	246,115	$104,874,523
3	CMI	Cummins Inc	91,743	$65,432,025
4	DOV	DOVER Corp	258,125	$57,892,274
5	PH	Parker-Hannifin Corp	52,933	$51,774,825
6	EMR	Emerson Electric Co	291,203	$41,685,709
7	ITW	Illinois Tool Works Inc	104,594	$28,289,538
8	ROK	Rockwell Automation, Inc	48,141	$23,833,646

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,914,135	56,903	+36.4%	Shares	Defined	2026-08-13
2026-03-31	$7,907,078	41,715	+41.4%	Shares	Sole	2026-05-12
2025-12-31	$5,249,230	29,500	+117.4%	Shares	Sole	2026-02-17
2025-09-30	$2,208,490	13,569	+11.9%	Shares	Sole	2025-11-14
2025-06-30	$2,128,785	12,125	+89.4%	Shares	Defined	2025-08-08
2025-03-31	$1,158,388	6,401	+7.7%	Shares	Sole	2025-05-15
2024-12-31	$1,244,228	5,945	+18.3%	Shares	Defined	2025-02-14
2024-09-30	$1,077,647	5,024	-6.0%	Shares	Defined	2024-10-11
2024-06-30	$1,075,813	5,347	+8.2%	Shares	Defined	2024-08-15
2024-03-31	$1,205,458	4,940	+10.5%	Shares	Defined	2024-05-13
2023-12-31	$970,915	4,472	+4.4%	Shares	Defined	2024-02-14
2023-09-30	$891,157	4,284	+2.8%	Shares	Sole	2023-11-16
2023-06-30	$897,203	4,168	-3.6%	Shares	Sole	2023-07-21
2023-03-31	$998,511	4,322	+9.4%	Shares	Sole	2023-05-15
2022-12-31	$902,131	3,951	+14.7%	Shares	Sole	2023-02-10
2022-09-30	$688,683	3,446	+20.4%	Shares	Sole	2022-11-03
2022-06-30	$519,643	2,861	-5.8%	Shares	Sole	2022-08-15
2022-03-31	$582,475	3,038	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$704,233	2,980	+1.1%	Shares	Sole	2022-02-11
2021-09-30	$610,088	2,948	+2.4%	Shares	Sole	2021-11-10
2021-06-30	$633,523	2,879	-14.6%	Shares	Sole	2021-08-04
2021-03-31	$705,617	3,371	-2.1%	Shares	Sole	2021-04-30
2020-12-31	$685,845	3,443	-23.2%	Shares	Sole	2021-01-29
2020-09-30	$818,108	4,485	+15.3%	Shares	Sole	2020-11-05
2020-06-30	$614,617	3,889	-21.5%	Shares	Sole	2020-07-23
2020-03-31	$684,335	4,955	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.