Position in IEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$630,917
+$185,477 QoQ
Shares Held
2,780
+18.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 681 holders
Holding Since
Dec 2025
3 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, 2026Merit Financial Group, LLC holds $98,431,513 across 28 Specialty Industrial Machinery names. IEX ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,386 | $21,600,970 | |
| 2 | CMI |
Cummins Inc
|
23,648 | $16,865,985 | |
| 3 | ETN |
Eaton Corp plc
|
37,080 | $15,800,525 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,725 | $11,014,886 | |
| 5 | PH |
Parker-Hannifin Corp
|
5,555 | $5,433,451 | |
| 6 | EMR |
Emerson Electric Co
|
31,001 | $4,437,787 | |
| 7 | NDSN |
Nordson Corp
|
8,945 | $2,698,613 | |
| 8 | OTIS |
Otis Worldwide Corp
|
36,367 | $2,603,875 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,917 | 2,780 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $445,440 | 2,350 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $388,264 | 2,182 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||