Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,211,854
+$408,286 QoQ
Shares Held
9,746
+2.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#268
of 681 holders
Holding Since
Jun 2020
17 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, 2026Horizon Investments, LLC holds $91,944,774 across 29 Specialty Industrial Machinery names. IEX ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,658 | $20,745,677 | |
| 2 | ETN |
Eaton Corp plc
|
28,866 | $12,300,379 | |
| 3 | CMI |
Cummins Inc
|
14,278 | $10,183,212 | |
| 4 | AME |
Ametek Inc/
|
28,093 | $6,796,820 | |
| 5 | PH |
Parker-Hannifin Corp
|
6,287 | $6,149,440 | |
| 6 | OTIS |
Otis Worldwide Corp
|
60,939 | $4,363,232 | |
| 7 | ITW |
Illinois Tool Works Inc
|
15,955 | $4,315,348 | |
| 8 | WTS |
Watts Water Technologies Inc
|
8,151 | $3,190,708 |
All Filings in IEX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,854 | 9,746 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,803,568 | 9,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $344,135 | 1,934 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $267,740 | 1,645 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $650,486 | 3,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $196,714 | 1,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $216,196 | 1,033 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $220,291 | 1,027 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $221,521 | 1,101 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $265,249 | 1,087 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $235,781 | 1,086 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,125 | 1,063 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $225,592 | 1,048 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $222,481 | 963 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $612,152 | 2,681 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $460,454 | 2,304 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $946,027 | 5,986 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||