Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,588
+$1,020 QoQ
Shares Held
7
+133.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#641
of 677 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $3,062,895 across 27 Specialty Industrial Machinery names. IEX ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,337 | $995,842 | |
| 2 | GEV |
GE Vernova Inc.
|
607 | $713,140 | |
| 3 | EMR |
Emerson Electric Co
|
3,156 | $451,781 | |
| 4 | ITW |
Illinois Tool Works Inc
|
645 | $174,453 | |
| 5 | ROK |
Rockwell Automation, Inc
|
338 | $167,337 | |
| 6 | AME |
Ametek Inc/
|
633 | $153,148 | |
| 7 | CMI |
Cummins Inc
|
182 | $129,804 | |
| 8 | OTIS |
Otis Worldwide Corp
|
789 | $56,492 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588 | 7 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $568 | 3 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||