Position in IEX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$207,659
+$39,908 QoQ
Shares Held
915
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#502
of 677 holders
Holding Since
Mar 2020
19 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, 2026CX Institutional holds $24,919,325 across 26 Specialty Industrial Machinery names. IEX ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
4,574 | $4,473,920 | |
| 2 | AOS |
Smith A O Corp
|
69,291 | $4,345,931 | |
| 3 | CMI |
Cummins Inc
|
4,537 | $3,235,833 | |
| 4 | GEV |
GE Vernova Inc.
|
2,679 | $3,147,449 | |
| 5 | ITW |
Illinois Tool Works Inc
|
6,328 | $1,711,534 | |
| 6 | EMR |
Emerson Electric Co
|
11,155 | $1,596,838 | |
| 7 | ETN |
Eaton Corp plc
|
2,888 | $1,230,634 | |
| 8 | XYL |
Xylem Inc.
|
5,501 | $650,273 |
All Filings in IEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,659 | 915 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $167,751 | 885 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $156,409 | 879 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $96,679 | 594 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $78,479 | 447 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $75,826 | 419 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $311,004 | 1,486 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $314,671 | 1,467 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $289,929 | 1,441 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $121,033 | 496 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $105,732 | 487 | Shares | Sole | 2024-01-12 | |
| 2022-06-30 | $23,611 | 130 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $353,884 | 1,710 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,910,474 | 8,682 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,957,979 | 9,354 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $16,135 | 81 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $14,592 | 80 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,902 | 50 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,248 | 38 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||