Position in IEX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$19,523
+$19,346 QoQ
Shares Held
103
+10200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Rakuten Securities, Inc. holds $2,597,509 across 18 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,394 | $1,637,754 | |
| 2 | ETN |
Eaton Corp plc
|
564 | $240,331 | |
| 3 | SMR |
NUSCALE POWER Corp
|
20,888 | $209,506 | |
| 4 | WTS |
Watts Water Technologies Inc
|
510 | $199,639 | |
| 5 | XE |
X-Energy, Inc.
|
8,746 | $160,576 | |
| 6 | SYM |
Symbotic Inc.
|
1,972 | $88,641 | |
| 7 | ROK |
Rockwell Automation, Inc
|
42 | $20,793 | |
| 8 | AME |
Ametek Inc/
|
50 | $12,097 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,523 | 103 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $177 | 1 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $162 | 1 | Shares | Defined | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||