Position in IEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$731,005
+$120,465 QoQ
Shares Held
3,221
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#370
of 681 holders
Holding Since
Mar 2020
26 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, 2026Segment Wealth Management, LLC holds $103,098,115 across 8 Specialty Industrial Machinery names. IEX ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
59,538 | $69,948,814 | |
| 2 | PH |
Parker-Hannifin Corp
|
27,693 | $27,087,077 | |
| 3 | CMI |
Cummins Inc
|
2,747 | $1,959,187 | |
| 4 | EMR |
Emerson Electric Co
|
7,984 | $1,142,909 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,000 | $1,081,880 | |
| 6 | IEX |
Idex Corp /De/
This page
|
3,221 | $731,005 | |
| 7 | AME |
Ametek Inc/
|
2,423 | $586,220 | |
| 8 | GNRC |
Generac Holdings Inc.
|
1,916 | $561,023 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,005 | 3,221 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $610,540 | 3,221 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $573,144 | 3,221 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $524,249 | 3,221 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $565,510 | 3,221 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $582,904 | 3,221 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $674,123 | 3,221 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $690,904 | 3,221 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $648,065 | 3,221 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $785,988 | 3,221 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $699,311 | 3,221 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $670,032 | 3,221 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $693,352 | 3,221 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $744,147 | 3,221 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $735,450 | 3,221 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $643,716 | 3,221 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $585,030 | 3,221 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $617,562 | 3,221 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $761,186 | 3,221 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $666,585 | 3,221 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $708,781 | 3,221 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $674,219 | 3,221 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $641,623 | 3,221 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $587,542 | 3,221 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $509,046 | 3,221 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $444,852 | 3,221 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||