JFS WEALTH ADVISORS, LLC

Position in IEX — Idex Corp /De/

CIK 1568068 HERMITAGE, PA

Position in IEX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,851

+$2,217 QoQ

Shares Held

+11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#597

of 677 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $2,436,237 across 40 Specialty Industrial Machinery names. IEX ranks #20 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	2,352	$1,002,234
2	ROK	Rockwell Automation, Inc	691	$342,100
3	GEV	GE Vernova Inc.	221	$259,644
4	EMR	Emerson Electric Co	1,172	$167,771
5	PH	Parker-Hannifin Corp	170	$166,280
6	CMI	Cummins Inc	152	$108,407
7	ITW	Illinois Tool Works Inc	226	$61,126
8	CR	Crane Co	170	$37,921

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,851	39	+11.4%	Shares	Sole	2026-07-10
2026-03-31	$6,634	35	+6.1%	Shares	Sole	2026-04-21
2025-12-31	$5,872	33	+83.3%	Shares	Sole	2026-01-14
2025-09-30	$2,929	18	+63.6%	Shares	Sole	2025-11-10
2025-06-30	$1,931	11	-66.7%	Shares	Sole	2025-07-24
2025-03-31	$5,972	33	-10.8%	Shares	Sole	2025-04-22
2024-12-31	$7,743	37	0.0%	Shares	Sole	2025-01-31
2024-09-30	$7,936	37	+42.3%	Shares	Sole	2024-10-25
2024-06-30	$5,231	26	0.0%	Shares	Sole	2024-07-15
2024-03-31	$6,344	26	0.0%	Shares	Sole	2024-04-30
2023-12-31	$5,644	26	-10.3%	Shares	Sole	2024-02-07
2023-09-30	$6,032	29	-6.5%	Shares	Sole	2023-11-02
2023-06-30	$6,673	31	-11.4%	Shares	Sole	2023-08-07
2023-03-31	$8,086	35	+16.7%	Shares	Sole	2023-04-19
2022-12-31	$6,849	30	+7.1%	Shares	Sole	2023-02-13
2022-09-30	$5,595	28	-26.3%	Shares	Sole	2022-10-21
2022-06-30	$6,901	38	+111.1%	Shares	Sole	2022-08-02
2022-03-31	$3,451	18	+157.1%	Shares	Sole	2022-05-02
2021-12-31	$1,654	7	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.