Position in IEX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$680
-$4,587 QoQ
Shares Held
3
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 677 holders
Holding Since
Jun 2024
4 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, 2026CoreCap Advisors, LLC holds $36,035,723 across 39 Specialty Industrial Machinery names. IEX ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
13,172 | $9,394,402 | |
| 2 | GEV |
GE Vernova Inc.
|
6,517 | $7,656,562 | |
| 3 | PH |
Parker-Hannifin Corp
|
6,715 | $6,568,075 | |
| 4 | ETN |
Eaton Corp plc
|
13,994 | $5,963,123 | |
| 5 | EMR |
Emerson Electric Co
|
20,119 | $2,880,034 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,287 | $1,700,444 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,073 | $531,220 | |
| 8 | SYM |
Symbotic Inc.
|
4,398 | $197,690 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680 | 3 | Shares | Sole | 2026-07-06 | |
| 2025-06-30 | $5,267 | 30 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,085 | 6 | Shares | Sole | 2025-05-09 | |
| 2024-06-30 | $402 | 2 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||