Position in IEX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,269
+$374 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#640
of 682 holders
Holding Since
Jun 2023
8 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, 2026Cornerstone Planning Group LLC holds $924,314 across 30 Specialty Industrial Machinery names. IEX ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
228 | $267,868 | |
| 2 | ETN |
Eaton Corp plc
|
385 | $164,056 | |
| 3 | PH |
Parker-Hannifin Corp
|
142 | $138,893 | |
| 4 | CMI |
Cummins Inc
|
163 | $116,253 | |
| 5 | CR |
Crane Co
|
177 | $39,483 | |
| 6 | EMR |
Emerson Electric Co
|
218 | $31,206 | |
| 7 | SXI |
Standex International Corp/De/
|
71 | $25,394 | |
| 8 | AME |
Ametek Inc/
|
89 | $21,532 |
All Filings in IEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269 | 10 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,895 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $177 | 1 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $976 | 6 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,053 | 6 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,447 | 8 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,465 | 7 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $861 | 4 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||