Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$941,388
+$67,184 QoQ
Shares Held
4,148
-10.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 681 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IEQ CAPITAL, LLC holds $197,343,062 across 22 Specialty Industrial Machinery names. IEX ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
81,722 | $96,011,908 | |
| 2 | CMI |
Cummins Inc
|
63,535 | $45,313,797 | |
| 3 | AME |
Ametek Inc/
|
48,110 | $11,639,733 | |
| 4 | CR |
Crane Co
|
37,101 | $8,276,120 | |
| 5 | ITT |
Itt Inc.
|
34,958 | $6,913,294 | |
| 6 | PH |
Parker-Hannifin Corp
|
6,122 | $5,988,050 | |
| 7 | OTIS |
Otis Worldwide Corp
|
67,713 | $4,848,250 | |
| 8 | GNRC |
Generac Holdings Inc.
|
14,962 | $4,381,023 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,388 | 4,148 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $874,204 | 4,612 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $647,345 | 3,638 | Shares | Other | 2026-02-13 | |
| 2024-09-30 | $323,680 | 1,509 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $307,031 | 1,526 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $359,441 | 1,473 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $309,598 | 1,426 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $241,303 | 1,160 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $217,843 | 1,012 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $302,187 | 1,308 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $326,055 | 1,428 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $278,990 | 1,396 | Shares | Other | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||