Position in IEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$273,247
+$45,598 QoQ
Shares Held
1,204
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#472
of 677 holders
Holding Since
Mar 2023
12 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, 2026PFG Investments, LLC holds $27,109,505 across 18 Specialty Industrial Machinery names. IEX ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,211 | $9,646,775 | |
| 2 | EMR |
Emerson Electric Co
|
25,894 | $3,706,726 | |
| 3 | ETN |
Eaton Corp plc
|
6,482 | $2,762,109 | |
| 4 | CMI |
Cummins Inc
|
3,861 | $2,753,703 | |
| 5 | XYL |
Xylem Inc.
|
11,621 | $1,373,718 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,263 | $1,235,365 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,348 | $1,162,447 | |
| 8 | ITW |
Illinois Tool Works Inc
|
4,054 | $1,096,485 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,247 | 1,204 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $227,649 | 1,201 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $212,994 | 1,197 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $208,928 | 1,190 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $232,727 | 1,286 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $268,519 | 1,283 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $274,560 | 1,280 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $250,695 | 1,246 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $293,556 | 1,203 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $212,984 | 981 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $203,651 | 979 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $202,151 | 875 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||