Position in IEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$532,197
+$87,703 QoQ
Shares Held
2,345
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#401
of 677 holders
Holding Since
Mar 2020
26 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, 2026FAGAN ASSOCIATES, INC. holds $2,292,086 across 4 Specialty Industrial Machinery names. IEX ranks #2 (23.2% of the industry book) .
All Filings in IEX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,197 | 2,345 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $444,494 | 2,345 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $417,269 | 2,345 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $381,672 | 2,345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $416,100 | 2,370 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $609,868 | 3,370 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $705,307 | 3,370 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $722,865 | 3,370 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $681,062 | 3,385 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $826,007 | 3,385 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $734,917 | 3,385 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $709,348 | 3,410 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $734,036 | 3,410 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $787,812 | 3,410 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $783,171 | 3,430 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $695,478 | 3,480 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $632,072 | 3,480 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $667,220 | 3,480 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $822,393 | 3,480 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $720,186 | 3,480 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $765,774 | 3,480 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $728,433 | 3,480 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $693,216 | 3,480 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $634,786 | 3,480 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $549,979 | 3,480 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $480,622 | 3,480 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||