Position in IEX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,673
+$1,314 QoQ
Shares Held
25
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 681 holders
Holding Since
Mar 2023
6 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, 2026Financial Management Professionals, Inc. holds $2,279,498 across 25 Specialty Industrial Machinery names. IEX ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,765 | $1,258,815 | |
| 2 | ROK |
Rockwell Automation, Inc
|
646 | $319,821 | |
| 3 | PH |
Parker-Hannifin Corp
|
258 | $252,354 | |
| 4 | ETN |
Eaton Corp plc
|
483 | $205,815 | |
| 5 | GEV |
GE Vernova Inc.
|
85 | $99,863 | |
| 6 | ITW |
Illinois Tool Works Inc
|
179 | $48,414 | |
| 7 | SYM |
Symbotic Inc.
|
508 | $22,834 | |
| 8 | CSW |
Csw Industrials, Inc.
|
64 | $17,811 |
All Filings in IEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,673 | 25 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,359 | 23 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,847 | 16 | Shares | Sole | 2026-01-27 | |
| 2023-09-30 | $1,040 | 5 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,076 | 5 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1 | 5 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||