Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,727,939
+$720,226 QoQ
Shares Held
12,020
+13.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#246
of 681 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $70,914,194 across 28 Specialty Industrial Machinery names. IEX ranks #11 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,589 | $10,090,872 | |
| 2 | WTS |
Watts Water Technologies Inc
|
25,757 | $10,082,577 | |
| 3 | ETN |
Eaton Corp plc
|
19,690 | $8,390,302 | |
| 4 | GGG |
Graco Inc
|
66,473 | $5,026,023 | |
| 5 | KAI |
Kadant Inc
|
13,989 | $4,395,763 | |
| 6 | DCI |
DONALDSON Co INC
|
43,988 | $3,948,802 | |
| 7 | CMI |
Cummins Inc
|
5,198 | $3,707,265 | |
| 8 | PH |
Parker-Hannifin Corp
|
3,454 | $3,378,426 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,727,939 | 12,020 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,007,713 | 10,592 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,827,087 | 10,268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,261,227 | 7,749 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,388,758 | 7,910 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $478,665 | 2,645 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,390,522 | 6,644 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||