Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$542,183
+$258,617 QoQ
Shares Held
2,389
+59.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 681 holders
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. IEX ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
|
21,455 | $4,811,927 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,183 | 2,389 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $283,566 | 1,496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $209,613 | 1,178 | Shares | Sole | 2026-02-18 | |
| 2022-06-30 | $201,972 | 1,112 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||