Cerity Partners LLC

Position in IEX — Idex Corp /De/

CIK 1566475 NEW YORK, NY

Position in IEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,667,906

+$1,184,926 QoQ

Shares Held

20,568

+11.9% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#208

of 677 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 3% Shared 30% None 67%

Industrials · as of Jun 30, 2026

Cerity Partners LLC holds $916,694,475 across 37 Specialty Industrial Machinery names. IEX ranks #18 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	732,515	$198,123,331
2	GEV	GE Vernova Inc.	117,368	$137,890,967
3	EMR	Emerson Electric Co	774,947	$110,933,661
4	CMI	Cummins Inc	147,538	$105,225,576
5	ETN	Eaton Corp plc	181,485	$77,334,387
6	PH	Parker-Hannifin Corp	58,958	$57,667,997
7	XYL	Xylem Inc.	362,316	$42,829,374
8	AME	Ametek Inc/	116,027	$28,071,571

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,667,906	20,568	+11.9%	Shares	Sole	2026-08-14
2026-03-31	$3,482,980	18,375	+4.1%	Shares	Other	2026-05-15
2025-12-31	$3,141,885	17,657	+326.2%	Shares	Defined	2026-02-11
2025-09-30	$674,314	4,143	-77.8%	Shares	Sole	2025-10-22
2025-06-30	$3,275,785	18,658	+23.9%	Shares	Sole	2025-08-13
2025-03-31	$2,724,322	15,054	-19.7%	Shares	Sole	2025-04-30
2024-12-31	$3,921,676	18,738	-9.2%	Shares	Sole	2025-02-13
2024-09-30	$4,425,564	20,632	+48.3%	Shares	Sole	2024-11-12
2024-06-30	$2,799,094	13,912	-21.6%	Shares	Sole	2024-08-13
2024-03-31	$4,329,402	17,742	+937.5%	Shares	Sole	2024-05-14
2023-12-31	$371,258	1,710	+110.3%	Shares	Sole	2024-01-26
2023-03-31	$187,827	813	-25.0%	Shares	Sole	2023-05-11
2020-12-31	$215,932	1,084	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.