Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,269
+$1,193 QoQ
Shares Held
10
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#636
of 677 holders
Holding Since
Jun 2023
2 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, 2026Coppell Advisory Solutions LLC holds $7,964,136 across 9 Specialty Industrial Machinery names. IEX ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
22,407 | $5,409,488 | |
| 2 | ROK |
Rockwell Automation, Inc
|
4,769 | $1,209,599 | |
| 3 | ITW |
Illinois Tool Works Inc
|
2,551 | $689,968 | |
| 4 | XYL |
Xylem Inc.
|
5,574 | $331,908 | |
| 5 | ETN |
Eaton Corp plc
|
472 | $201,128 | |
| 6 | GEV |
GE Vernova Inc.
|
60 | $70,491 | |
| 7 | EMR |
Emerson Electric Co
|
202 | $28,916 | |
| 8 | ITT |
Itt Inc.
|
103 | $20,369 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269 | 10 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $1,076 | 5 | Shares | Sole | 2023-08-17 | |
| No filing history on record for this holder in this stock. | ||||||