Position in IEX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,127
+$1,010 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 677 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $2,544,737 across 22 Specialty Industrial Machinery names. IEX ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
853 | $1,002,155 | |
| 2 | CMI |
Cummins Inc
|
1,042 | $743,164 | |
| 3 | ETN |
Eaton Corp plc
|
564 | $240,331 | |
| 4 | PH |
Parker-Hannifin Corp
|
133 | $130,089 | |
| 5 | DOV |
DOVER Corp
|
383 | $85,899 | |
| 6 | RRX |
Regal Rexnord Corp
|
301 | $71,695 | |
| 7 | EMR |
Emerson Electric Co
|
430 | $61,554 | |
| 8 | FLS |
Flowserve Corp
|
706 | $52,356 |
All Filings in IEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,127 | 27 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,117 | 27 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,804 | 27 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,394 | 27 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,740 | 27 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,600 | 42 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,464 | 50 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $10,725 | 50 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $10,060 | 50 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,933 | 53 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $11,506 | 53 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||