Position in IEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$393,077
+$76,380 QoQ
Shares Held
1,732
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#429
of 677 holders
Holding Since
Mar 2025
2 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, 2026R Squared Ltd holds $4,210,468 across 9 Specialty Industrial Machinery names. IEX ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,324 | $1,295,030 | |
| 2 | CMI |
Cummins Inc
|
1,352 | $964,259 | |
| 3 | HLIO |
Helios Technologies, Inc.
|
4,419 | $394,395 | |
| 4 | IEX |
Idex Corp /De/
This page
|
1,732 | $393,077 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,242 | $335,923 | |
| 6 | NPO |
Enpro Inc.
|
809 | $304,936 | |
| 7 | SMR |
NUSCALE POWER Corp
|
26,019 | $260,970 | |
| 8 | ITT |
Itt Inc.
|
1,035 | $204,681 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,077 | 1,732 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $316,697 | 1,750 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||