Position in IEX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$317,875
+$48,474 QoQ
Shares Held
1,677
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Procyon Advisors, LLC holds $4,979,240,656 across 10 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
5,069,169 | $4,958,255,582 | |
| 2 | GNRC |
Generac Holdings Inc.
|
35,399 | $10,365,181 | |
| 3 | OTIS |
Otis Worldwide Corp
|
39,119 | $2,800,920 | |
| 4 | ETN |
Eaton Corp plc
|
5,655 | $2,409,708 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,102 | $1,535,738 | |
| 6 | GEV |
GE Vernova Inc.
|
1,100 | $1,292,346 | |
| 7 | CMI |
Cummins Inc
|
1,789 | $1,275,932 | |
| 8 | EMR |
Emerson Electric Co
|
4,077 | $583,622 |
All Filings in IEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,875 | 1,677 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $269,401 | 1,514 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $246,906 | 1,517 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $261,072 | 1,487 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $269,102 | 1,487 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $311,214 | 1,487 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $452,380 | 2,109 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $245,665 | 1,221 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $299,412 | 1,227 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $267,696 | 1,233 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $256,904 | 1,235 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $266,061 | 1,236 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $286,015 | 1,238 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $282,672 | 1,238 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $247,414 | 1,238 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $225,221 | 1,240 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $238,128 | 1,242 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $293,509 | 1,242 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $257,031 | 1,242 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $273,302 | 1,242 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $261,440 | 1,249 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $248,800 | 1,249 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $228,012 | 1,250 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $199,130 | 1,260 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $173,742 | 1,258 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||