Position in IEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$347,233
+$62,340 QoQ
Shares Held
1,530
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#445
of 681 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $12,161,222 across 15 Specialty Industrial Machinery names. IEX ranks #11 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,866 | $2,192,288 | |
| 2 | ETN |
Eaton Corp plc
|
4,179 | $1,780,755 | |
| 3 | CMI |
Cummins Inc
|
2,477 | $1,766,621 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,325 | $1,296,009 | |
| 5 | EMR |
Emerson Electric Co
|
8,129 | $1,163,666 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,233 | $874,429 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,397 | $691,626 | |
| 8 | AME |
Ametek Inc/
|
1,738 | $420,491 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,233 | 1,530 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $284,893 | 1,503 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $218,866 | 1,230 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,167 | 1,365 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $237,546 | 1,353 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $244,852 | 1,353 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $286,308 | 1,368 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $299,656 | 1,397 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $278,662 | 1,385 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $321,618 | 1,318 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $287,887 | 1,326 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $295,180 | 1,419 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $321,813 | 1,495 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $331,990 | 1,437 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $328,566 | 1,439 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $292,380 | 1,463 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $259,186 | 1,427 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $276,858 | 1,444 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $319,268 | 1,351 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $292,627 | 1,414 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $289,365 | 1,315 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $265,627 | 1,269 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $243,223 | 1,221 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $214,514 | 1,176 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $207,664 | 1,314 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||