Position in IEX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,774,405
+$621,999 QoQ
Shares Held
16,631
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#223
of 677 holders
Holding Since
Dec 2023
7 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, 2026Morningstar Investment Management LLC holds $33,690,453 across 13 Specialty Industrial Machinery names. IEX ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
16,181 | $8,010,889 | |
| 2 | EMR |
Emerson Electric Co
|
54,671 | $7,826,153 | |
| 3 | OTIS |
Otis Worldwide Corp
|
68,541 | $4,907,535 | |
| 4 | IEX |
Idex Corp /De/
This page
|
16,631 | $3,774,405 | |
| 5 | ITW |
Illinois Tool Works Inc
|
13,414 | $3,628,084 | |
| 6 | AME |
Ametek Inc/
|
4,514 | $1,092,117 | |
| 7 | NDSN |
Nordson Corp
|
2,846 | $858,609 | |
| 8 | GGG |
Graco Inc
|
9,919 | $749,975 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,774,405 | 16,631 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,152,406 | 16,631 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,108,967 | 17,472 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,844,393 | 17,476 | Shares | Sole | 2025-11-17 | |
| 2024-09-30 | $202,917 | 946 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $225,474 | 924 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $200,609 | 924 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||