Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$335,205
+$131,629 QoQ
Shares Held
1,477
+37.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 677 holders
Holding Since
Dec 2020
4 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, 2026Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. IEX ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,057 | $9,465,847 | |
| 2 | ETN |
Eaton Corp plc
|
12,128 | $5,167,983 | |
| 3 | CMI |
Cummins Inc
|
6,837 | $4,876,216 | |
| 4 | AME |
Ametek Inc/
|
14,875 | $3,598,857 | |
| 5 | EMR |
Emerson Electric Co
|
22,813 | $3,265,680 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,180 | $1,574,354 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,492 | $1,459,355 | |
| 8 | SYM |
Symbotic Inc.
|
27,569 | $1,239,226 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,205 | 1,477 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $203,576 | 1,074 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $219,222 | 1,232 | Shares | Sole | 2026-01-16 | |
| 2020-12-31 | $26,493 | 133 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||