Position in IEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,134
+$187 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#651
of 677 holders
Holding Since
Mar 2022
13 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, 2026Capital Advisors, Ltd. LLC holds $6,470,911 across 29 Specialty Industrial Machinery names. IEX ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
3,958 | $3,871,398 | |
| 2 | ETN |
Eaton Corp plc
|
2,245 | $956,639 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,650 | $446,275 | |
| 4 | NDSN |
Nordson Corp
|
1,399 | $422,064 | |
| 5 | ITT |
Itt Inc.
|
1,148 | $227,028 | |
| 6 | CMI |
Cummins Inc
|
139 | $99,136 | |
| 7 | EMR |
Emerson Electric Co
|
548 | $78,446 | |
| 8 | GNRC |
Generac Holdings Inc.
|
252 | $73,788 |
All Filings in IEX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134 | 5 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $947 | 5 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1 | 5 | Shares | Sole | 2026-01-21 | |
| 2024-06-30 | $19,918 | 99 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,224 | 46 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,039 | 14 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1 | 7 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2 | 7 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,317 | 36 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $8,219 | 36 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,194 | 36 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,997 | 11 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,109 | 11 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||