Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$226,950
New position
Shares Held
1,000
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 681 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. IEX ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
190,231 | $27,231,567 | |
| 2 | DOV |
DOVER Corp
|
87,646 | $19,657,244 | |
| 3 | OTIS |
Otis Worldwide Corp
|
60,554 | $4,335,666 | |
| 4 | GEV |
GE Vernova Inc.
|
2,279 | $2,677,505 | |
| 5 | ETN |
Eaton Corp plc
|
4,099 | $1,746,665 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,274 | $1,696,928 | |
| 7 | CMI |
Cummins Inc
|
2,142 | $1,527,695 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,303 | $645,089 |
All Filings in IEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,950 | 1,000 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||