Blue Trust, Inc.

Position in IEX — Idex Corp /De/

CIK 1856022 BRENTWOOD, TN

Position in IEX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$90,325

+$16,022 QoQ

Shares Held

398

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#532

of 677 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Industrials · as of Jun 30, 2026

Blue Trust, Inc. holds $15,730,983 across 36 Specialty Industrial Machinery names. IEX ranks #17 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	3,150	$3,700,808
2	ETN	Eaton Corp plc	7,377	$3,143,486
3	ITW	Illinois Tool Works Inc	7,108	$1,922,500
4	PH	Parker-Hannifin Corp	1,201	$1,174,721
5	MIDD	MIDDLEBY Corp	6,066	$839,408
6	CMI	Cummins Inc	895	$638,322
7	ROK	Rockwell Automation, Inc	1,132	$560,429
8	AOS	Smith A O Corp	8,891	$557,642

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,325	398	+1.5%	Shares	Sole	2026-07-21
2026-03-31	$74,303	392	-24.8%	Shares	Sole	2026-04-20
2025-12-31	$92,706	521	+9.0%	Shares	Other	2026-01-16
2025-09-30	$77,798	478	+7.2%	Shares	Sole	2025-10-16
2025-06-30	$78,303	446	+21.5%	Shares	Sole	2025-07-24
2025-03-31	$66,415	367	+14.0%	Shares	Other	2025-04-21
2024-12-31	$67,391	322	-33.1%	Shares	Sole	2025-01-30
2024-09-30	$103,174	481	+41.9%	Shares	Other	2024-10-17
2024-06-30	$68,206	339	+1373.9%	Shares	Sole	2024-07-18
2024-03-31	$5,612	23	-68.1%	Shares	Defined	2024-05-01
2023-12-31	$15,631	72	-89.7%	Shares	Other	2024-01-18
2023-09-30	$144,159	701	+7.7%	Shares	Other	2023-10-11
2023-06-30	$138,843	651	-3.8%	Shares	Sole	2023-07-14
2023-03-31	$156,407	677	-1.0%	Shares	Other	2023-04-17
2022-12-31	$137	684	+1972.7%	Shares	Other	2023-01-17
2022-09-30	$6,595	33	—	Shares	Other	2022-10-21
No filing history on record for this holder in this stock.