Position in IEX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$241,107
-$7,268 QoQ
Shares Held
1,272
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
2 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, 2026LGT Group Foundation holds $122,919,987 across 10 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
387,390 | $55,454,877 | |
| 2 | AME |
Ametek Inc/
|
118,498 | $28,669,405 | |
| 3 | CMI |
Cummins Inc
|
22,022 | $15,706,309 | |
| 4 | ROK |
Rockwell Automation, Inc
|
17,769 | $8,797,075 | |
| 5 | XYL |
Xylem Inc.
|
71,766 | $8,483,457 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,686 | $3,605,348 | |
| 7 | ITT |
Itt Inc.
|
6,239 | $1,233,824 | |
| 8 | ETN |
Eaton Corp plc
|
918 | $391,177 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,107 | 1,272 | Shares | Defined | 2026-04-28 | |
| 2023-09-30 | $248,375 | 1,194 | Shares | Defined | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||