Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,851
+$1,459 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 677 holders
Holding Since
Jun 2025
5 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, 2026MTM Investment Management, LLC holds $6,944,036 across 17 Specialty Industrial Machinery names. IEX ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,973 | $2,119,094 | |
| 2 | GEV |
GE Vernova Inc.
|
1,532 | $1,799,885 | |
| 3 | ROK |
Rockwell Automation, Inc
|
1,869 | $925,304 | |
| 4 | CR |
Crane Co
|
3,685 | $822,012 | |
| 5 | EMR |
Emerson Electric Co
|
3,476 | $497,589 | |
| 6 | PH |
Parker-Hannifin Corp
|
388 | $379,510 | |
| 7 | CMI |
Cummins Inc
|
200 | $142,642 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,156 | $94,780 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,851 | 39 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,392 | 39 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,939 | 39 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,347 | 39 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,847 | 39 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||