Position in IEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,524
+$14,145 QoQ
Shares Held
64
+3100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#577
of 677 holders
Holding Since
Dec 2020
17 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, 2026First Pacific Financial holds $11,222,462 across 16 Specialty Industrial Machinery names. IEX ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
10,348 | $5,123,087 | |
| 2 | CMI |
Cummins Inc
|
2,403 | $1,713,843 | |
| 3 | ETN |
Eaton Corp plc
|
3,142 | $1,338,869 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,295 | $1,266,665 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,455 | $664,003 | |
| 6 | XYL |
Xylem Inc.
|
5,137 | $607,244 | |
| 7 | EMR |
Emerson Electric Co
|
2,126 | $304,336 | |
| 8 | GEV |
GE Vernova Inc.
|
44 | $51,693 |
All Filings in IEX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,524 | 64 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $379 | 2 | Shares | Sole | 2026-04-23 | |
| 2024-06-30 | $539,618 | 2,682 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $696,189 | 2,853 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $611,381 | 2,816 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $593,897 | 2,855 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $635,662 | 2,953 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $675,762 | 2,925 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $685,674 | 3,003 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $591,755 | 2,961 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $514,012 | 2,830 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $532,817 | 2,779 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $631,447 | 2,672 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $549,038 | 2,653 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $560,027 | 2,545 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $491,064 | 2,346 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $404,973 | 2,033 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||