BEACON FINANCIAL GROUP

Position in IEX — Idex Corp /De/

CIK 1591379 DALLAS, TX

Position in IEX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$407,602

+$18,835 QoQ

Shares Held

1,796

-12.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#424

of 677 holders

Holding Since

Sep 2025

4 quarters on record

Industrials · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $10,632,034 across 6 Specialty Industrial Machinery names. IEX ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	19,177	$8,171,703
2	CMI	Cummins Inc	1,206	$860,131
3	EMR	Emerson Electric Co	3,938	$563,724
4	GEV	GE Vernova Inc.	359	$421,774
5	IEX	Idex Corp /De/ This page	1,796	$407,602
6	AME	Ametek Inc/	856	$207,100

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,602	1,796	-12.4%	Shares	Sole	2026-07-16
2026-03-31	$388,767	2,051	+46.0%	Shares	Sole	2026-04-30
2025-12-31	$250,005	1,405	-20.8%	Shares	Sole	2026-04-01
2025-09-30	$288,573	1,773	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.