Position in IEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$226
+$37 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 677 holders
Holding Since
Mar 2023
12 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, 2026TFC Financial Management, Inc. holds $4,438,966 across 26 Specialty Industrial Machinery names. IEX ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,710 | $2,009,010 | |
| 2 | AMSC |
American Superconductor Corp /De/
|
16,787 | $696,828 | |
| 3 | EMR |
Emerson Electric Co
|
3,277 | $469,102 | |
| 4 | ETN |
Eaton Corp plc
|
834 | $355,384 | |
| 5 | ROK |
Rockwell Automation, Inc
|
459 | $227,241 | |
| 6 | ITW |
Illinois Tool Works Inc
|
827 | $223,678 | |
| 7 | GNRC |
Generac Holdings Inc.
|
509 | $149,040 | |
| 8 | XYL |
Xylem Inc.
|
1,073 | $126,839 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226 | 1 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $189 | 1 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $177 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $162 | 1 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $702 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $361 | 2 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $418 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $429 | 2 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $402 | 2 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $732 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $434 | 2 | Shares | Sole | 2024-01-25 | |
| 2023-03-31 | $231 | 1 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||