Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$163,857
+$38,754 QoQ
Shares Held
722
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 681 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Allworth Financial LP holds $100,358,061 across 57 Specialty Industrial Machinery names. IEX ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
69,615 | $29,664,343 | |
| 2 | CMI |
Cummins Inc
|
30,969 | $22,087,400 | |
| 3 | PH |
Parker-Hannifin Corp
|
15,111 | $14,780,371 | |
| 4 | GEV |
GE Vernova Inc.
|
10,110 | $11,877,834 | |
| 5 | EMR |
Emerson Electric Co
|
24,557 | $3,515,334 | |
| 6 | NDSN |
Nordson Corp
|
11,475 | $3,461,892 | |
| 7 | OTIS |
Otis Worldwide Corp
|
43,593 | $3,121,258 | |
| 8 | ROK |
Rockwell Automation, Inc
|
5,199 | $2,573,920 |
All Filings in IEX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,857 | 722 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $125,103 | 660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $106,230 | 597 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $44,270 | 272 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $25,984 | 148 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,983 | 127 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $38,090 | 182 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $50,836 | 237 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $53,116 | 264 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $35,382 | 145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $28,224 | 130 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $29,330 | 141 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $46,926 | 218 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $51,288 | 222 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $46,807 | 205 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $40,169 | 201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,175 | 34 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $24,733 | 129 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,599 | 11 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,034 | 5 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||