Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,290
-$3,266 QoQ
Shares Held
85
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 677 holders
Holding Since
Dec 2020
7 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, 2026Pinnacle Wealth Planning Services, Inc. holds $13,499,981 across 43 Specialty Industrial Machinery names. IEX ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,808 | $2,124,146 | |
| 2 | NDSN |
Nordson Corp
|
6,238 | $1,881,942 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,884 | $1,842,778 | |
| 4 | GRC |
Gorman Rupp Co
|
17,167 | $1,574,900 | |
| 5 | ETN |
Eaton Corp plc
|
3,538 | $1,507,612 | |
| 6 | CMI |
Cummins Inc
|
1,139 | $812,346 | |
| 7 | EMR |
Emerson Electric Co
|
5,386 | $771,005 | |
| 8 | AME |
Ametek Inc/
|
1,850 | $447,589 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,290 | 85 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,556 | 119 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $32,385 | 182 | Shares | Sole | 2026-02-13 | |
| 2023-03-31 | $205,154 | 888 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $205,268 | 899 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $213,396 | 903 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $79,680 | 400 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||