Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$453
+$74 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#663
of 677 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026American Capital Advisory, LLC holds $324,203 across 21 Specialty Industrial Machinery names. IEX ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
543 | $146,865 | |
| 2 | DOV |
DOVER Corp
|
141 | $31,623 | |
| 3 | GEV |
GE Vernova Inc.
|
26 | $30,546 | |
| 4 | OTIS |
Otis Worldwide Corp
|
348 | $24,916 | |
| 5 | EMR |
Emerson Electric Co
|
143 | $20,470 | |
| 6 | CMI |
Cummins Inc
|
28 | $19,969 | |
| 7 | ETN |
Eaton Corp plc
|
43 | $18,323 | |
| 8 | XYL |
Xylem Inc.
|
106 | $12,530 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453 | 2 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $379 | 2 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $177 | 1 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $162 | 1 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $526 | 3 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||