Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,491,962
+$980,483 QoQ
Shares Held
24,199
+1.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#190
of 681 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Vontobel Holding Ltd. holds $552,367,555 across 28 Specialty Industrial Machinery names. IEX ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,397,151 | $200,002,162 | |
| 2 | XYL |
Xylem Inc.
|
794,364 | $93,901,766 | |
| 3 | GEV |
GE Vernova Inc.
|
54,248 | $63,733,804 | |
| 4 | RRX |
Regal Rexnord Corp
|
255,700 | $60,905,182 | |
| 5 | ETN |
Eaton Corp plc
|
70,353 | $29,978,818 | |
| 6 | CMI |
Cummins Inc
|
38,061 | $27,145,484 | |
| 7 | PNR |
PENTAIR plc
|
284,141 | $21,782,247 | |
| 8 | PH |
Parker-Hannifin Corp
|
13,155 | $12,867,166 |
All Filings in IEX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,491,962 | 24,199 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,511,479 | 23,801 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,304,011 | 24,188 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,093,575 | 25,151 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $4,495,819 | 25,607 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $4,712,819 | 26,042 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,064,176 | 28,975 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $3,657,224 | 17,050 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $4,789,968 | 23,807 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,708,359 | 23,393 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,413,203 | 24,933 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $4,031,635 | 19,381 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $5,765,953 | 26,786 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $6,398,374 | 27,695 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $8,266,001 | 36,202 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,517,205 | 42,618 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $7,152,224 | 39,378 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $7,153,444 | 37,310 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,933,710 | 42,035 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,458,270 | 36,039 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $7,288,935 | 33,124 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,083,544 | 24,286 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $4,486,580 | 22,523 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||