Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,446
+$139 QoQ
Shares Held
24
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
of 677 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $370,260,410 across 45 Specialty Industrial Machinery names. IEX ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
69,996 | $82,235,500 | |
| 2 | CMI |
Cummins Inc
|
101,415 | $72,330,192 | |
| 3 | ETN |
Eaton Corp plc
|
158,898 | $67,709,615 | |
| 4 | EMR |
Emerson Electric Co
|
438,351 | $62,749,945 | |
| 5 | ROK |
Rockwell Automation, Inc
|
47,895 | $23,711,856 | |
| 6 | PH |
Parker-Hannifin Corp
|
17,785 | $17,395,864 | |
| 7 | ITW |
Illinois Tool Works Inc
|
33,696 | $9,113,757 | |
| 8 | GNRC |
Generac Holdings Inc.
|
22,508 | $6,590,567 |
All Filings in IEX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,446 | 24 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,307 | 28 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $3,024 | 17 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,417 | 21 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,389 | 25 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,136 | 1,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $306,819 | 1,466 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $332,475 | 1,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,935 | 1,446 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,373 | 63 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,184 | 116 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,065 | 58 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,193 | 52 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,927 | 17 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $42,697 | 187 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||