Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$304,335
+$30,251 QoQ
Shares Held
1,341
-7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#459
of 681 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,320,520 across 54 Specialty Industrial Machinery names. IEX ranks #14 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in IEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,335 | 1,341 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $274,084 | 1,446 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $247,332 | 1,390 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $206,377 | 1,268 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $183,117 | 1,043 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $133,734 | 739 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $123,478 | 590 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $84,511 | 394 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $69,210 | 344 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $70,032 | 287 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $44,939 | 207 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $43,059 | 207 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $35,300 | 164 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $26,336 | 114 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,699 | 60 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,990 | 65 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,621 | 75 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $17,445 | 91 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $31,430 | 133 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||