Position in IEX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$306,836
-$314,129 QoQ
Shares Held
1,352
-58.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#457
of 681 holders
Holding Since
Dec 2021
11 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, 2026Oak Thistle LLC holds $24,895,969 across 15 Specialty Industrial Machinery names. IEX ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
27,266 | $5,392,124 | |
| 2 | OTIS |
Otis Worldwide Corp
|
57,323 | $4,104,326 | |
| 3 | AME |
Ametek Inc/
|
11,197 | $2,709,002 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,701 | $2,641,902 | |
| 5 | DOV |
DOVER Corp
|
8,583 | $1,924,995 | |
| 6 | AOS |
Smith A O Corp
|
25,242 | $1,583,178 | |
| 7 | CXT |
Crane NXT, Co.
|
24,574 | $1,257,205 | |
| 8 | GTES |
Gates Industrial Corp Ltd.
|
40,390 | $1,129,708 |
All Filings in IEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,836 | 1,352 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $620,965 | 3,276 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $2,435,858 | 13,874 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $771,113 | 4,261 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $296,773 | 1,418 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $544,849 | 2,708 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $597,360 | 2,448 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,071,003 | 4,933 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $438,506 | 2,108 | Shares | Sole | 2023-10-18 | |
| 2022-03-31 | $467,821 | 2,440 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $202,289 | 856 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||