Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$319,999
+$51,786 QoQ
Shares Held
1,410
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#450
of 677 holders
Holding Since
Dec 2021
19 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, 2026Advisory Alpha, LLC holds $7,950,819 across 9 Specialty Industrial Machinery names. IEX ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
10,773 | $1,542,154 | |
| 2 | GEV |
GE Vernova Inc.
|
1,300 | $1,527,318 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,268 | $1,424,835 | |
| 4 | ETN |
Eaton Corp plc
|
2,019 | $860,336 | |
| 5 | AME |
Ametek Inc/
|
3,496 | $845,822 | |
| 6 | PH |
Parker-Hannifin Corp
|
666 | $651,427 | |
| 7 | CMI |
Cummins Inc
|
737 | $525,635 | |
| 8 | IEX |
Idex Corp /De/
This page
|
1,410 | $319,999 |
All Filings in IEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,999 | 1,410 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $268,213 | 1,415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $250,895 | 1,410 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $229,491 | 1,410 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $247,553 | 1,410 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $255,167 | 1,410 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $297,401 | 1,421 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $302,445 | 1,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $283,692 | 1,410 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $344,068 | 1,410 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $306,125 | 1,410 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $293,308 | 1,410 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $303,516 | 1,410 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $325,752 | 1,410 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $321,945 | 1,410 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $281,788 | 1,410 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $256,098 | 1,410 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $270,339 | 1,410 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $333,211 | 1,410 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||