Pathstone Holdings, LLC

Position in IEX — Idex Corp /De/

CIK 2011612 ENGLEWOOD, NJ

Position in IEX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,643,344

+$373,550 QoQ

Shares Held

7,241

+8.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#291

of 677 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Industrials · as of Jun 30, 2026

Pathstone Holdings, LLC holds $242,439,988 across 40 Specialty Industrial Machinery names. IEX ranks #26 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	50,351	$59,155,374
2	ETN	Eaton Corp plc	80,891	$34,469,271
3	CMI	Cummins Inc	24,034	$17,141,287
4	PH	Parker-Hannifin Corp	16,932	$16,561,527
5	ITW	Illinois Tool Works Inc	52,220	$14,123,942
6	EMR	Emerson Electric Co	84,289	$12,065,969
7	ROK	Rockwell Automation, Inc	21,799	$10,792,248
8	DOV	DOVER Corp	30,193	$6,771,684

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,643,344	7,241	+8.1%	Shares	Sole	2026-08-13
2026-03-31	$1,269,794	6,699	+3.4%	Shares	Defined	2026-05-11
2025-12-31	$1,152,695	6,478	-1.3%	Shares	Defined	2026-02-13
2025-09-30	$1,068,030	6,562	-23.6%	Shares	Defined	2025-11-13
2025-06-30	$1,508,145	8,590	+3.2%	Shares	Other	2025-08-12
2025-03-31	$1,505,669	8,320	-1.8%	Shares	Defined	2025-05-15
2024-12-31	$1,773,313	8,473	-1.2%	Shares	Other	2025-02-14
2024-09-30	$1,839,766	8,577	-3.7%	Shares	Other	2024-11-07
2024-06-30	$1,792,489	8,909	-4.1%	Shares	Sole	2024-08-14
2024-03-31	$2,266,700	9,289	+5.5%	Shares	Sole	2024-05-13
2023-12-31	$1,912,304	8,808	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.