Position in IEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$33,815
+$5,573 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#555
of 677 holders
Holding Since
Dec 2024
7 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, 2026Rossby Financial, LCC holds $1,901,429 across 34 Specialty Industrial Machinery names. IEX ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
557 | $654,397 | |
| 2 | ETN |
Eaton Corp plc
|
1,344 | $572,705 | |
| 3 | CMI |
Cummins Inc
|
239 | $170,457 | |
| 4 | XYL |
Xylem Inc.
|
865 | $102,251 | |
| 5 | GGG |
Graco Inc
|
883 | $66,763 | |
| 6 | OTIS |
Otis Worldwide Corp
|
752 | $53,843 | |
| 7 | PH |
Parker-Hannifin Corp
|
51 | $49,884 | |
| 8 | EMR |
Emerson Electric Co
|
279 | $39,938 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,815 | 149 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $28,242 | 149 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,310 | 131 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $129,068 | 793 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $149,058 | 849 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $168,664 | 932 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $213,057 | 1,018 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||