Position in IEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$383,999
+$68,588 QoQ
Shares Held
1,692
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#434
of 681 holders
Holding Since
Sep 2025
4 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, 2026ICW Investment Advisors LLC holds $11,597,477 across 10 Specialty Industrial Machinery names. IEX ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
9,558 | $2,585,152 | |
| 2 | DOV |
DOVER Corp
|
10,429 | $2,339,016 | |
| 3 | DCI |
DONALDSON Co INC
|
24,195 | $2,171,985 | |
| 4 | AME |
Ametek Inc/
|
7,951 | $1,923,664 | |
| 5 | OTIS |
Otis Worldwide Corp
|
7,865 | $563,134 | |
| 6 | CMI |
Cummins Inc
|
767 | $547,032 | |
| 7 | ETN |
Eaton Corp plc
|
998 | $425,267 | |
| 8 | PH |
Parker-Hannifin Corp
|
431 | $421,569 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,999 | 1,692 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $315,411 | 1,664 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $262,283 | 1,474 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $232,421 | 1,428 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||