Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$916,878
-$29,734 QoQ
Shares Held
4,040
-19.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#340
of 681 holders
Holding Since
Dec 2025
3 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, 2026Waverly Advisors, LLC holds $90,934,189 across 21 Specialty Industrial Machinery names. IEX ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,651 | $21,912,313 | |
| 2 | ETN |
Eaton Corp plc
|
49,690 | $21,173,902 | |
| 3 | ITW |
Illinois Tool Works Inc
|
49,290 | $13,331,466 | |
| 4 | PNR |
PENTAIR plc
|
83,636 | $6,411,535 | |
| 5 | CMI |
Cummins Inc
|
7,364 | $5,252,078 | |
| 6 | AME |
Ametek Inc/
|
21,098 | $5,104,450 | |
| 7 | EMR |
Emerson Electric Co
|
31,686 | $4,535,850 | |
| 8 | PH |
Parker-Hannifin Corp
|
4,327 | $4,232,325 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,878 | 4,040 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $946,612 | 4,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $837,029 | 4,704 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||