Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,900
+$3,247 QoQ
Shares Held
26
+85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 677 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $2,246,782 across 42 Specialty Industrial Machinery names. IEX ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
744 | $874,095 | |
| 2 | ETN |
Eaton Corp plc
|
1,805 | $769,146 | |
| 3 | OTIS |
Otis Worldwide Corp
|
3,898 | $279,096 | |
| 4 | CMI |
Cummins Inc
|
109 | $77,739 | |
| 5 | ITW |
Illinois Tool Works Inc
|
203 | $54,905 | |
| 6 | ITT |
Itt Inc.
|
214 | $42,320 | |
| 7 | PH |
Parker-Hannifin Corp
|
22 | $21,518 | |
| 8 | EMR |
Emerson Electric Co
|
115 | $16,462 |
All Filings in IEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,900 | 26 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,653 | 14 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $889 | 5 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $325 | 2 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,580 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,352 | 13 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||