Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$406,013
+$8,906 QoQ
Shares Held
1,789
-14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 677 holders
Holding Since
Dec 2025
3 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, 2026Integrated Wealth Concepts LLC holds $83,545,468 across 56 Specialty Industrial Machinery names. IEX ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,149 | $24,847,114 | |
| 2 | ETN |
Eaton Corp plc
|
28,208 | $12,019,992 | |
| 3 | CMI |
Cummins Inc
|
12,425 | $8,861,634 | |
| 4 | ROK |
Rockwell Automation, Inc
|
16,533 | $8,185,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
21,176 | $5,727,472 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,674 | $3,593,612 | |
| 7 | EMR |
Emerson Electric Co
|
21,846 | $3,127,254 | |
| 8 | AME |
Ametek Inc/
|
8,308 | $2,010,037 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,013 | 1,789 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $397,107 | 2,095 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $248,226 | 1,395 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||