Position in IEX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$739,630
+$229,551 QoQ
Shares Held
3,259
+21.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#367
of 677 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $37,678,594 across 24 Specialty Industrial Machinery names. IEX ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
10,342 | $12,150,402 | |
| 2 | CMI |
Cummins Inc
|
5,099 | $3,636,657 | |
| 3 | ETN |
Eaton Corp plc
|
5,537 | $2,359,426 | |
| 4 | EMR |
Emerson Electric Co
|
16,079 | $2,301,708 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,192 | $2,144,039 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,764 | $2,099,929 | |
| 7 | AME |
Ametek Inc/
|
5,916 | $1,431,317 | |
| 8 | MIDD |
MIDDLEBY Corp
|
7,234 | $1,244,365 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,630 | 3,259 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $510,079 | 2,691 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $325,808 | 1,831 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $271,646 | 1,669 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $252,469 | 1,438 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||