Position in IEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,177
+$524 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 677 holders
Holding Since
Sep 2025
4 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, 2026FINANCIAL CONSULATE, INC holds $1,505,799 across 26 Specialty Industrial Machinery names. IEX ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
1,409 | $340,893 | |
| 2 | GEV |
GE Vernova Inc.
|
289 | $339,534 | |
| 3 | WTS |
Watts Water Technologies Inc
|
550 | $215,297 | |
| 4 | CMI |
Cummins Inc
|
164 | $116,966 | |
| 5 | ETN |
Eaton Corp plc
|
206 | $87,780 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,128 | $80,764 | |
| 7 | SXI |
Standex International Corp/De/
|
218 | $77,972 | |
| 8 | PH |
Parker-Hannifin Corp
|
63 | $61,621 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,177 | 14 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,653 | 14 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,135 | 12 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,464 | 9 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||