Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$61,730
+$8,846 QoQ
Shares Held
272
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#541
of 677 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $6,644,045 across 50 Specialty Industrial Machinery names. IEX ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMSC |
American Superconductor Corp /De/
|
41,348 | $1,716,355 | |
| 2 | BW |
Babcock & Wilcox Enterprises, Inc.
|
110,101 | $1,552,424 | |
| 3 | PKOH |
Park Ohio Holdings Corp
|
25,833 | $993,278 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,899 | $940,156 | |
| 5 | CMI |
Cummins Inc
|
226 | $161,185 | |
| 6 | GGG |
Graco Inc
|
1,513 | $114,397 | |
| 7 | AOS |
Smith A O Corp
|
1,762 | $110,512 | |
| 8 | CXT |
Crane NXT, Co.
|
1,854 | $94,850 |
All Filings in IEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,730 | 272 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $52,884 | 279 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $109,255 | 614 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,663 | 342 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $82,869 | 472 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $58,996 | 326 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $146,084 | 698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $148,434 | 692 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $106,032 | 527 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $133,234 | 546 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $73,817 | 340 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $63,654 | 306 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $55,537 | 258 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $63,995 | 277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $54,570 | 239 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $98,925 | 495 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $80,462 | 443 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $54,259 | 283 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $62,861 | 266 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||