Position in IEX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$33,588
+$5,535 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#556
of 677 holders
Holding Since
Mar 2022
5 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, 2026GoalVest Advisory LLC holds $354,744 across 8 Specialty Industrial Machinery names. IEX ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
117 | $83,445 | |
| 2 | PH |
Parker-Hannifin Corp
|
79 | $77,271 | |
| 3 | FLS |
Flowserve Corp
|
785 | $58,215 | |
| 4 | GEV |
GE Vernova Inc.
|
47 | $55,218 | |
| 5 | GNRC |
Generac Holdings Inc.
|
135 | $39,529 | |
| 6 | IEX |
Idex Corp /De/
This page
|
148 | $33,588 | |
| 7 | SMR |
NUSCALE POWER Corp
|
503 | $5,045 | |
| 8 | EMR |
Emerson Electric Co
|
17 | $2,433 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,588 | 148 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $28,053 | 148 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,335 | 148 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $542 | 3 | Shares | Sole | 2025-04-07 | |
| 2022-03-31 | $575 | 3 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||