Ethic Inc.

Position in IEX — Idex Corp /De/

CIK 1780570 NEW YORK, NY

Position in IEX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,057,982

+$819,652 QoQ

Shares Held

9,068

+38.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#280

of 681 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Industrials · as of Jun 30, 2026

Ethic Inc. holds $172,565,206 across 28 Specialty Industrial Machinery names. IEX ranks #15 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	33,337	$39,166,307
2	ETN	Eaton Corp plc	49,547	$21,112,967
3	PH	Parker-Hannifin Corp	14,548	$14,229,689
4	ITW	Illinois Tool Works Inc	46,656	$12,619,048
5	EMR	Emerson Electric Co	85,399	$12,224,866
6	CMI	Cummins Inc	17,065	$12,170,928
7	ROK	Rockwell Automation, Inc	20,080	$9,941,206
8	XYL	Xylem Inc.	72,527	$8,573,416

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,057,982	9,068	+38.8%	Shares	Sole	2026-07-29
2026-03-31	$1,238,330	6,533	+51.9%	Shares	Sole	2026-04-27
2025-12-31	$765,497	4,302	+236.6%	Shares	Sole	2026-02-03
2025-06-30	$224,378	1,278	+30.3%	Shares	Sole	2025-07-30
2024-09-30	$210,424	981	0.0%	Shares	Sole	2024-11-13
2024-03-31	$239,383	981	-75.6%	Shares	Sole	2024-05-13
2023-12-31	$872,999	4,021	+2.9%	Shares	Sole	2024-02-14
2023-09-30	$812,526	3,906	+31.4%	Shares	Sole	2023-11-14
2023-06-30	$639,967	2,973	-24.9%	Shares	Sole	2023-08-14
2023-03-31	$914,416	3,958	-32.2%	Shares	Sole	2023-05-12
2022-12-31	$1,332,762	5,837	+36.8%	Shares	Sole	2023-02-14
2022-09-30	$852,759	4,267	+60.7%	Shares	Sole	2022-11-14
2022-06-30	$482,409	2,656	+1.5%	Shares	Sole	2022-08-10
2022-03-31	$501,565	2,616	+44.5%	Shares	Sole	2022-05-16
2021-12-31	$427,739	1,810	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.