Caerus Investment Advisors, LLC

Position in IEX — Idex Corp /De/

CIK 1862682 WEST LAKE HILLS, TX

Position in IEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$302,297

+$49,817 QoQ

Shares Held

1,332

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#458

of 677 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $3,358,178 across 5 Specialty Industrial Machinery names. IEX ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	1,453	$1,036,294
2	GEV	GE Vernova Inc.	802	$942,237
3	DOV	DOVER Corp	3,124	$700,650
4	AME	Ametek Inc/	1,557	$376,700
5	IEX	Idex Corp /De/ This page	1,332	$302,297

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,297	1,332	0.0%	Shares	Sole	2026-08-14
2026-03-31	$252,480	1,332	+0.1%	Shares	Sole	2026-06-01
2025-12-31	$236,838	1,331	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.