Position in IEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$272,340
+$44,880 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 677 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $814,562,154 across 18 Specialty Industrial Machinery names. IEX ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
775,555 | $330,479,496 | |
| 2 | EMR |
Emerson Electric Co
|
1,022,920 | $146,430,998 | |
| 3 | GEV |
GE Vernova Inc.
|
99,071 | $116,394,555 | |
| 4 | AME |
Ametek Inc/
|
401,028 | $97,024,714 | |
| 5 | PH |
Parker-Hannifin Corp
|
71,401 | $69,838,746 | |
| 6 | ROK |
Rockwell Automation, Inc
|
33,719 | $16,693,602 | |
| 7 | XYL |
Xylem Inc.
|
106,736 | $12,617,262 | |
| 8 | ITW |
Illinois Tool Works Inc
|
44,983 | $12,166,552 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,340 | 1,200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $227,460 | 1,200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $213,528 | 1,200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,240,065 | 13,763 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,330,129 | 30,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,480,354 | 35,809 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $14,680,228 | 70,143 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,139,197 | 61,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $625,329 | 3,108 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $733,524 | 3,006 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $536,261 | 2,470 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $828,127 | 3,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $831,118 | 3,861 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,164,622 | 5,041 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,177,497 | 5,157 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,922,756 | 9,621 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,154,621 | 6,357 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,218,827 | 6,357 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,502,286 | 6,357 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,163,265 | 5,621 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,236,901 | 5,621 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,029,435 | 4,918 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $557,959 | 2,801 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $510,748 | 2,800 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $442,512 | 2,800 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $165,732 | 1,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||