Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$197,673
+$91,905 QoQ
Shares Held
871
+56.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#512
of 681 holders
Holding Since
Sep 2023
9 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, 2026Larson Financial Group LLC holds $39,876,848 across 48 Specialty Industrial Machinery names. IEX ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
9,711 | $9,498,523 | |
| 2 | GEV |
GE Vernova Inc.
|
7,438 | $8,738,608 | |
| 3 | ETN |
Eaton Corp plc
|
18,298 | $7,797,143 | |
| 4 | CMI |
Cummins Inc
|
10,708 | $7,637,052 | |
| 5 | EMR |
Emerson Electric Co
|
8,418 | $1,205,036 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,915 | $788,420 | |
| 7 | OTIS |
Otis Worldwide Corp
|
10,174 | $728,458 | |
| 8 | AOS |
Smith A O Corp
|
9,193 | $576,584 |
All Filings in IEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,673 | 871 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $105,768 | 558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $543,784 | 3,056 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $528,970 | 3,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,045 | 80 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,498 | 163 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $187,523 | 896 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $172,672 | 805 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $1,248 | 6 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||