Position in IEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$206,297
-$17,200 QoQ
Shares Held
909
-26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#503
of 677 holders
Holding Since
Jun 2020
12 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, 2026Apollon Wealth Management, LLC holds $138,314,925 across 26 Specialty Industrial Machinery names. IEX ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
44,965 | $52,827,579 | |
| 2 | PH |
Parker-Hannifin Corp
|
22,754 | $22,256,142 | |
| 3 | ROK |
Rockwell Automation, Inc
|
40,976 | $20,286,398 | |
| 4 | CMI |
Cummins Inc
|
16,653 | $11,877,086 | |
| 5 | ETN |
Eaton Corp plc
|
18,967 | $8,082,218 | |
| 6 | EMR |
Emerson Electric Co
|
35,582 | $5,093,563 | |
| 7 | ITW |
Illinois Tool Works Inc
|
12,542 | $3,392,234 | |
| 8 | XYL |
Xylem Inc.
|
23,985 | $2,835,266 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,297 | 909 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $223,497 | 1,235 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $238,590 | 1,140 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,282,495 | 5,979 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,122,696 | 5,580 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,257,191 | 5,152 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $889,065 | 4,095 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $598,681 | 2,878 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $615,643 | 2,860 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $534,141 | 2,312 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $418,300 | 1,832 | Shares | Sole | 2023-02-15 | |
| 2020-06-30 | $8,060 | 51 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||