Position in IEX
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$48,817,624
+$4,217,268 QoQ
Shares Held
215,103
-8.6% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $1,156,651,131 across 39 Specialty Industrial Machinery names. IEX ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
288,832 | $205,997,870 | |
| 2 | ETN |
Eaton Corp plc
|
408,140 | $173,916,616 | |
| 3 | PH |
Parker-Hannifin Corp
|
168,846 | $165,151,649 | |
| 4 | ITW |
Illinois Tool Works Inc
|
517,411 | $139,944,152 | |
| 5 | EMR |
Emerson Electric Co
|
887,786 | $127,086,565 | |
| 6 | GEV |
GE Vernova Inc.
|
61,393 | $72,128,179 | |
| 7 | ROK |
Rockwell Automation, Inc
|
118,165 | $58,501,127 | |
| 8 | IEX |
Idex Corp /De/
This page
|
215,103 | $48,817,624 |
All Filings in IEX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,817,624 | 215,103 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $44,600,356 | 235,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,350,518 | 215,525 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $36,272,368 | 222,858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,940,020 | 221,792 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $41,642,100 | 230,105 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $53,739,182 | 256,769 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $16,338,036 | 76,168 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $7,514,014 | 37,346 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $16,930,595 | 69,382 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,804,078 | 68,187 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $13,685,218 | 65,788 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $14,294,124 | 66,404 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $7,652,175 | 33,122 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,648,369 | 33,497 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||