Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,129,867
+$1,164,424 QoQ
Shares Held
13,791
+33.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 681 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 61%
Shared 3%
None 36%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $672,595,036 across 29 Specialty Industrial Machinery names. IEX ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
205,230 | $200,739,567 | |
| 2 | GEV |
GE Vernova Inc.
|
103,816 | $121,969,265 | |
| 3 | CMI |
Cummins Inc
|
125,381 | $89,422,983 | |
| 4 | ETN |
Eaton Corp plc
|
160,889 | $68,558,020 | |
| 5 | GNRC |
Generac Holdings Inc.
|
144,449 | $42,296,111 | |
| 6 | EMR |
Emerson Electric Co
|
287,663 | $41,178,958 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,086 | $25,988,380 | |
| 8 | ROK |
Rockwell Automation, Inc
|
32,561 | $16,120,299 |
All Filings in IEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,129,867 | 13,791 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,965,443 | 10,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,201,628 | 6,753 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,016,598 | 6,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,228,112 | 6,995 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,324,700 | 7,320 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,777,709 | 8,494 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,776,489 | 8,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,628,512 | 8,094 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,029,514 | 8,317 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,507,177 | 6,942 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||