Position in IEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$217,418
+$35,830 QoQ
Shares Held
958
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#498
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, 2026Centerpoint Advisors, LLC holds $1,379,955 across 10 Specialty Industrial Machinery names. IEX ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
1,250 | $618,850 | |
| 2 | GEV |
GE Vernova Inc.
|
266 | $312,512 | |
| 3 | IEX |
Idex Corp /De/
This page
|
958 | $217,418 | |
| 4 | ETN |
Eaton Corp plc
|
226 | $96,303 | |
| 5 | AOS |
Smith A O Corp
|
435 | $27,283 | |
| 6 | EMR |
Emerson Electric Co
|
190 | $27,198 | |
| 7 | ITW |
Illinois Tool Works Inc
|
100 | $27,047 | |
| 8 | NDSN |
Nordson Corp
|
83 | $25,040 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,418 | 958 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $181,588 | 958 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $170,466 | 958 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $155,924 | 958 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $168,196 | 958 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $173,369 | 958 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $200,499 | 958 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $214,929 | 1,002 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $201,602 | 1,002 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $244,508 | 1,002 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $227,097 | 1,046 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $246,711 | 1,186 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $255,298 | 1,186 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $274,001 | 1,186 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $270,799 | 1,186 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $237,022 | 1,186 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $218,137 | 1,201 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $351,057 | 1,831 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $472,403 | 1,999 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $413,693 | 1,999 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $439,879 | 1,999 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $418,430 | 1,999 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $398,200 | 1,999 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $364,637 | 1,999 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $318,134 | 2,013 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $276,081 | 1,999 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||