Position in IEX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$204,903
-$5,777 QoQ
Shares Held
1,081
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Krilogy Financial LLC holds $26,486,589 across 17 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,257 | $7,351,099 | |
| 2 | EMR |
Emerson Electric Co
|
46,552 | $6,663,918 | |
| 3 | ETN |
Eaton Corp plc
|
5,548 | $2,364,113 | |
| 4 | CMI |
Cummins Inc
|
2,775 | $1,979,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
7,085 | $1,916,279 | |
| 6 | AME |
Ametek Inc/
|
4,771 | $1,154,295 | |
| 7 | DOV |
DOVER Corp
|
3,933 | $882,093 | |
| 8 | PH |
Parker-Hannifin Corp
|
686 | $670,990 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,903 | 1,081 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $210,680 | 1,184 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||