Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$406,921
+$343,233 QoQ
Shares Held
1,793
+433.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $271,851,481 across 46 Specialty Industrial Machinery names. IEX ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
75,411 | $88,597,367 | |
| 2 | ETN |
Eaton Corp plc
|
177,949 | $75,827,627 | |
| 3 | CMI |
Cummins Inc
|
42,430 | $30,261,500 | |
| 4 | PH |
Parker-Hannifin Corp
|
24,708 | $24,167,388 | |
| 5 | GNRC |
Generac Holdings Inc.
|
37,394 | $10,949,337 | |
| 6 | EMR |
Emerson Electric Co
|
65,156 | $9,327,081 | |
| 7 | ITW |
Illinois Tool Works Inc
|
28,598 | $7,734,901 | |
| 8 | AME |
Ametek Inc/
|
17,238 | $4,170,561 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,921 | 1,793 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $63,688 | 336 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $43,061 | 242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,062 | 240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,274 | 218 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $43,613 | 241 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,973 | 234 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $49,549 | 231 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,849 | 208 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $51,976 | 213 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $45,810 | 211 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $759,064 | 3,649 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,053,267 | 4,893 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,053,727 | 4,561 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $912,406 | 3,996 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $47,364 | 237 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $43,046 | 237 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $44,673 | 233 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $58,134 | 246 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $51,737 | 250 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,484 | 84 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,861 | 71 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,143 | 71 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,944 | 60 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $9,482 | 60 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,286 | 60 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||