Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$125,957
+$22,653 QoQ
Shares Held
555
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#523
of 677 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026United Community Bank holds $2,923,920 across 11 Specialty Industrial Machinery names. IEX ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
8,697 | $1,244,975 | |
| 2 | ETN |
Eaton Corp plc
|
2,390 | $1,018,426 | |
| 3 | GEV |
GE Vernova Inc.
|
303 | $355,982 | |
| 4 | IEX |
Idex Corp /De/
This page
|
555 | $125,957 | |
| 5 | CMI |
Cummins Inc
|
169 | $120,532 | |
| 6 | OTIS |
Otis Worldwide Corp
|
425 | $30,430 | |
| 7 | ROK |
Rockwell Automation, Inc
|
27 | $13,367 | |
| 8 | PH |
Parker-Hannifin Corp
|
13 | $12,715 |
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,957 | 555 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $103,304 | 545 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $64,948 | 365 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $56,152 | 345 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||