Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,808
+$1,122 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#605
of 677 holders
Holding Since
Jun 2022
14 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, 2026Crewe Advisors LLC holds $2,130,377 across 24 Specialty Industrial Machinery names. IEX ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
558 | $655,571 | |
| 2 | CMI |
Cummins Inc
|
676 | $482,129 | |
| 3 | ETN |
Eaton Corp plc
|
610 | $259,933 | |
| 4 | MIDD |
MIDDLEBY Corp
|
883 | $122,127 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,638 | $117,280 | |
| 6 | NDSN |
Nordson Corp
|
285 | $85,981 | |
| 7 | SYM |
Symbotic Inc.
|
1,900 | $85,405 | |
| 8 | ITW |
Illinois Tool Works Inc
|
305 | $82,493 |
All Filings in IEX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,808 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,686 | 30 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,338 | 30 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,882 | 30 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $351 | 2 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $361 | 2 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $418 | 2 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,861 | 18 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,621 | 18 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,392 | 18 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $430 | 2 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $4,338 | 19 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,593 | 43 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,810 | 43 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||