Position in IEX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,657,046
-$991,235 QoQ
Shares Held
8,742
-41.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Vest Financial, LLC holds $464,425,134 across 17 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
84,689 | $99,497,717 | |
| 2 | DOV |
DOVER Corp
|
329,451 | $73,889,269 | |
| 3 | AOS |
Smith A O Corp
|
855,748 | $53,672,513 | |
| 4 | NDSN |
Nordson Corp
|
171,755 | $51,816,765 | |
| 5 | EMR |
Emerson Electric Co
|
353,768 | $50,641,889 | |
| 6 | ITW |
Illinois Tool Works Inc
|
179,149 | $48,454,429 | |
| 7 | PNR |
PENTAIR plc
|
539,598 | $41,365,582 | |
| 8 | WTS |
Watts Water Technologies Inc
|
24,534 | $9,603,834 |
All Filings in IEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,657,046 | 8,742 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $2,648,281 | 14,883 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $3,113,273 | 19,128 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,713,305 | 21,150 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,843,400 | 15,712 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $2,413,113 | 11,530 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,534,533 | 7,154 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,095,534 | 5,445 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $840,648 | 3,445 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $243,597 | 1,122 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||