Position in IEX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$282,325
+$49,748 QoQ
Shares Held
1,244
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#470
of 681 holders
Holding Since
Mar 2026
2 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, 2026Quadcap Wealth Management, LLC holds $10,018,075 across 8 Specialty Industrial Machinery names. IEX ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,892 | $4,572,555 | |
| 2 | ETN |
Eaton Corp plc
|
5,687 | $2,423,344 | |
| 3 | EMR |
Emerson Electric Co
|
10,647 | $1,524,118 | |
| 4 | AOS |
Smith A O Corp
|
7,700 | $482,944 | |
| 5 | IEX |
Idex Corp /De/
This page
|
1,244 | $282,325 | |
| 6 | CMI |
Cummins Inc
|
381 | $271,733 | |
| 7 | OTIS |
Otis Worldwide Corp
|
3,311 | $237,067 | |
| 8 | PH |
Parker-Hannifin Corp
|
229 | $223,989 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,325 | 1,244 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $232,577 | 1,227 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||