Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,397,318
New position
Shares Held
41,407
first reported quarter
Ownership
0.056%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#162
of 681 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Dakota Wealth Management holds $93,003,039 across 16 Specialty Industrial Machinery names. IEX ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
32,571 | $23,229,962 | |
| 2 | ETN |
Eaton Corp plc
|
39,672 | $16,905,032 | |
| 3 | GEV |
GE Vernova Inc.
|
11,696 | $13,741,162 | |
| 4 | DOV |
DOVER Corp
|
51,700 | $11,595,276 | |
| 5 | IEX |
Idex Corp /De/
This page
|
41,407 | $9,397,318 | |
| 6 | ROK |
Rockwell Automation, Inc
|
11,741 | $5,812,734 | |
| 7 | PNR |
PENTAIR plc
|
43,575 | $3,340,459 | |
| 8 | NDSN |
Nordson Corp
|
9,940 | $2,998,798 |
All Filings in IEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,397,318 | 41,407 | Shares | Defined | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||