Position in IEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$269,843
+$62,893 QoQ
Shares Held
1,189
+18.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#477
of 681 holders
Holding Since
Sep 2021
2 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, 2026Nicholas Hoffman & Company, LLC. holds $5,663,582 across 7 Specialty Industrial Machinery names. IEX ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,247 | $2,315,792 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,815 | $1,031,843 | |
| 3 | GEV |
GE Vernova Inc.
|
675 | $793,030 | |
| 4 | EMR |
Emerson Electric Co
|
4,116 | $589,205 | |
| 5 | ETN |
Eaton Corp plc
|
929 | $395,865 | |
| 6 | IEX |
Idex Corp /De/
This page
|
1,189 | $269,843 | |
| 7 | PH |
Parker-Hannifin Corp
|
274 | $268,004 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,843 | 1,189 | Shares | Sole | 2026-08-04 | |
| 2021-09-30 | $206,950 | 1,000 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||