Position in IEX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$629,786
+$58,672 QoQ
Shares Held
2,775
-7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#376
of 677 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $4,241,655 across 8 Specialty Industrial Machinery names. IEX ranks #4 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,090 | $890,590 | |
| 2 | PH |
Parker-Hannifin Corp
|
845 | $826,511 | |
| 3 | AME |
Ametek Inc/
|
3,085 | $746,384 | |
| 4 | IEX |
Idex Corp /De/
This page
|
2,775 | $629,786 | |
| 5 | GNRC |
Generac Holdings Inc.
|
1,132 | $331,460 | |
| 6 | IR |
Ingersoll Rand Inc.
|
3,976 | $325,992 | |
| 7 | 1,201 | $250,936 | |||
| 8 | SXI |
Standex International Corp/De/
|
671 | $239,996 |
All Filings in IEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,786 | 2,775 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $571,114 | 3,013 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $514,958 | 2,894 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $480,142 | 2,950 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $569,549 | 3,244 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $500,382 | 2,765 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $554,827 | 2,651 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $552,981 | 2,578 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||