Position in IEX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,634
+$407 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $2,238,498 across 12 Specialty Industrial Machinery names. IEX ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
12,067 | $1,581,018 | |
| 2 | GGG |
Graco Inc
|
3,368 | $285,101 | |
| 3 | ITW |
Illinois Tool Works Inc
|
674 | $175,435 | |
| 4 | OTIS |
Otis Worldwide Corp
|
1,011 | $77,927 | |
| 5 | PH |
Parker-Hannifin Corp
|
80 | $71,619 | |
| 6 | PNR |
PENTAIR plc
|
137 | $11,934 | |
| 7 | AME |
Ametek Inc/
|
42 | $9,003 | |
| 8 | ETN |
Eaton Corp plc
|
25 | $8,941 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,634 | 35 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,227 | 35 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,696 | 35 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $6,144 | 35 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,333 | 35 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,325 | 35 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,507 | 35 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,042 | 35 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,540 | 35 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,598 | 35 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,280 | 35 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,964 | 37 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||