Position in IEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$290,269
+$71,225 QoQ
Shares Held
1,279
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
of 681 holders
Holding Since
Mar 2020
18 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, 2026Global Retirement Partners, LLC holds $52,289,743 across 51 Specialty Industrial Machinery names. IEX ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,947 | $18,735,492 | |
| 2 | ETN |
Eaton Corp plc
|
16,285 | $6,939,364 | |
| 3 | BW |
Babcock & Wilcox Enterprises, Inc.
|
372,642 | $5,254,252 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,784 | $3,701,206 | |
| 5 | CMI |
Cummins Inc
|
4,653 | $3,318,566 | |
| 6 | EMR |
Emerson Electric Co
|
17,918 | $2,564,961 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,850 | $1,410,978 | |
| 8 | GNRC |
Generac Holdings Inc.
|
3,684 | $1,078,712 |
All Filings in IEX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,269 | 1,279 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $219,044 | 1,231 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $133,951 | 823 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $147,478 | 840 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $146,712 | 701 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $164,736 | 768 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $153,314 | 762 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $178,378 | 731 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $164,786 | 759 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $196,370 | 944 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $187,706 | 872 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $201,458 | 872 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $58,909 | 258 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $51,561 | 258 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $44,862 | 247 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $40,263 | 210 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $3,518 | 17 | Shares | Sole | 2021-10-22 | |
| 2020-03-31 | $35,079 | 254 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||