Position in IEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$26,780
+$2,897 QoQ
Shares Held
118
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 681 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, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. IEX ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,780 | 118 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $23,883 | 126 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,954 | 129 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,600 | 145 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $47,578 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,229 | 51 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,580 | 41 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $24,024 | 112 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $19,717 | 98 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,296 | 34 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,513 | 30 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $99,433 | 478 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $112,365 | 522 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $121,290 | 525 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $77 | 529 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $96,327 | 482 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,357 | 35 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,176 | 27 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $6,380 | 27 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $5,587 | 27 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,161 | 28 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,651 | 27 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $15,537 | 78 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $14,775 | 81 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,801 | 81 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $10,910 | 79 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||