Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,163
+$2,170 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#581
of 677 holders
Holding Since
Jun 2021
21 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, 2026Key Financial Inc holds $2,956,009 across 24 Specialty Industrial Machinery names. IEX ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,075 | $1,262,974 | |
| 2 | ETN |
Eaton Corp plc
|
1,193 | $508,361 | |
| 3 | ROK |
Rockwell Automation, Inc
|
866 | $428,739 | |
| 4 | EMR |
Emerson Electric Co
|
1,605 | $229,755 | |
| 5 | XYL |
Xylem Inc.
|
1,256 | $148,471 | |
| 6 | ITW |
Illinois Tool Works Inc
|
241 | $65,183 | |
| 7 | ITT |
Itt Inc.
|
258 | $51,022 | |
| 8 | OTIS |
Otis Worldwide Corp
|
578 | $41,384 |
All Filings in IEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,163 | 58 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,993 | 58 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,320 | 58 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,440 | 58 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,183 | 58 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,496 | 58 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,115 | 77 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,516 | 77 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,492 | 77 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,789 | 77 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,717 | 77 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $16,017 | 77 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $16,575 | 77 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,399 | 58 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,243 | 58 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $11,591 | 58 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $10,534 | 58 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $11,120 | 58 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $13,706 | 58 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,003 | 58 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $12,762 | 58 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||