Position in IEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,723
+$638 QoQ
Shares Held
12
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 677 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $598,958 across 32 Specialty Industrial Machinery names. IEX ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
474 | $234,667 | |
| 2 | EMR |
Emerson Electric Co
|
871 | $124,683 | |
| 3 | CMI |
Cummins Inc
|
91 | $64,902 | |
| 4 | GEV |
GE Vernova Inc.
|
45 | $52,868 | |
| 5 | ETN |
Eaton Corp plc
|
94 | $40,055 | |
| 6 | PH |
Parker-Hannifin Corp
|
15 | $14,671 | |
| 7 | AME |
Ametek Inc/
|
54 | $13,064 | |
| 8 | ITW |
Illinois Tool Works Inc
|
27 | $7,302 |
All Filings in IEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,723 | 12 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,085 | 11 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,135 | 12 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,464 | 9 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,931 | 11 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,628 | 9 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,511 | 12 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,574 | 12 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,213 | 11 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,196 | 9 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,171 | 10 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||