Position in IEX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$574,637
+$178,478 QoQ
Shares Held
2,532
+21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#390
of 681 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $12,799,108 across 14 Specialty Industrial Machinery names. IEX ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,983 | $5,854,327 | |
| 2 | ETN |
Eaton Corp plc
|
3,726 | $1,587,723 | |
| 3 | PH |
Parker-Hannifin Corp
|
817 | $799,124 | |
| 4 | IEX |
Idex Corp /De/
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|
2,532 | $574,637 | |
| 5 | EMR |
Emerson Electric Co
|
3,719 | $532,374 | |
| 6 | PNR |
PENTAIR plc
|
6,871 | $526,730 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,150 | $512,108 | |
| 8 | AME |
Ametek Inc/
|
1,950 | $471,783 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,637 | 2,532 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $396,159 | 2,090 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $405,169 | 2,277 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $425,942 | 2,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $502,656 | 2,863 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $513,773 | 2,839 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $475,506 | 2,272 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $528,313 | 2,463 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $480,868 | 2,390 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $598,093 | 2,451 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $505,214 | 2,327 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $459,724 | 2,210 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $465,176 | 2,161 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $553,547 | 2,396 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $547,078 | 2,396 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $478,840 | 2,396 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $426,648 | 2,349 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $450,373 | 2,349 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $656,260 | 2,777 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $574,700 | 2,777 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $611,078 | 2,777 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $562,861 | 2,689 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $536,445 | 2,693 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $401,302 | 2,200 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $257,605 | 1,630 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $197,497 | 1,430 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||