Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,021
+$2,805 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#572
of 677 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $10,111,123 across 16 Specialty Industrial Machinery names. IEX ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,325 | $2,695,209 | |
| 2 | EMR |
Emerson Electric Co
|
12,311 | $1,762,319 | |
| 3 | ROK |
Rockwell Automation, Inc
|
3,422 | $1,694,163 | |
| 4 | GEV |
GE Vernova Inc.
|
1,067 | $1,253,575 | |
| 5 | GGG |
Graco Inc
|
16,500 | $1,247,565 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,738 | $740,546 | |
| 7 | OTIS |
Otis Worldwide Corp
|
4,355 | $311,818 | |
| 8 | PH |
Parker-Hannifin Corp
|
102 | $99,768 |
All Filings in IEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,021 | 75 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,216 | 75 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,345 | 75 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,207 | 75 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,167 | 75 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $19,906 | 110 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||