Position in IEX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$372,276
-$30,224 QoQ
Shares Held
1,964
-13.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026Phoenix Financial Ltd. holds $244,345,384 across 14 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,367,937 | $195,820,181 | |
| 2 | IR |
Ingersoll Rand Inc.
|
372,663 | $30,554,639 | |
| 3 | GEV |
GE Vernova Inc.
|
7,489 | $8,798,526 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,746 | $2,844,729 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,339 | $2,287,822 | |
| 6 | CMI |
Cummins Inc
|
1,458 | $1,039,860 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,858 | $773,003 | |
| 8 | NDSN |
Nordson Corp
|
1,672 | $504,425 |
All Filings in IEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $372,276 | 1,964 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $402,500 | 2,262 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $374,185 | 2,299 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $334,811 | 1,907 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $352,528 | 1,948 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $475,297 | 2,271 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $500,643 | 2,334 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $384,492 | 1,911 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $457,293 | 1,874 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $396,659 | 1,827 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $361,538 | 1,738 | Shares | Defined | 2023-12-04 | |
| 2023-06-30 | $338,819 | 1,574 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $369,185 | 1,598 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $405,514 | 1,776 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $380,714 | 1,905 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $388,324 | 2,138 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $443,471 | 2,313 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $599,543 | 2,537 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $562,076 | 2,716 | Shares | Defined | 2021-10-27 | |
| 2021-03-31 | $308,747 | 1,475 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $211,749 | 1,063 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||