Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$529,247
-$1,877,159 QoQ
Shares Held
2,332
-84.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#402
of 677 holders
Holding Since
Mar 2021
12 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $41,672,589 across 18 Specialty Industrial Machinery names. IEX ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
190,691 | $13,653,475 | |
| 2 | CMI |
Cummins Inc
|
7,285 | $5,195,734 | |
| 3 | FELE |
Franklin Electric Co Inc
|
37,655 | $4,036,239 | |
| 4 | NDSN |
Nordson Corp
|
12,273 | $3,702,641 | |
| 5 | HLIO |
Helios Technologies, Inc.
|
30,760 | $2,745,330 | |
| 6 | DCI |
DONALDSON Co INC
|
23,809 | $2,137,333 | |
| 7 | GGG |
Graco Inc
|
26,291 | $1,987,862 | |
| 8 | AOS |
Smith A O Corp
|
31,454 | $1,972,794 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,247 | 2,332 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $2,406,406 | 14,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $464,558 | 2,646 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $817,475 | 4,063 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $499,248 | 2,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,113,853 | 9,820 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $1,454,493 | 8,008 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,512,749 | 7,890 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,293,615 | 5,474 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $665,344 | 3,215 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,310,177 | 5,954 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,138,072 | 5,437 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||