Position in IEX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$79,990
+$5,434 QoQ
Shares Held
422
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $5,970,741 across 8 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,020 | $2,373,217 | |
| 2 | ETN |
Eaton Corp plc
|
2,104 | $896,556 | |
| 3 | CMI |
Cummins Inc
|
965 | $688,247 | |
| 4 | EMR |
Emerson Electric Co
|
4,187 | $599,369 | |
| 5 | PH |
Parker-Hannifin Corp
|
547 | $535,031 | |
| 6 | ROK |
Rockwell Automation, Inc
|
630 | $311,900 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,098 | $296,976 | |
| 8 | AOS |
Smith A O Corp
|
4,296 | $269,445 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,990 | 422 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,556 | 419 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $84,309 | 518 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,236 | 64 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||