Position in IEX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,011,743
-$22,820 QoQ
Shares Held
4,458
-18.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#331
of 677 holders
Holding Since
Jun 2025
5 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, 2026Sierra Legacy Group holds $13,251,626 across 8 Specialty Industrial Machinery names. IEX ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,223 | $3,725,095 | |
| 2 | AME |
Ametek Inc/
|
11,405 | $2,759,325 | |
| 3 | NDSN |
Nordson Corp
|
5,187 | $1,564,866 | |
| 4 | AOS |
Smith A O Corp
|
22,196 | $1,392,133 | |
| 5 | OTIS |
Otis Worldwide Corp
|
16,751 | $1,199,371 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,065 | $1,041,697 | |
| 7 | IEX |
Idex Corp /De/
This page
|
4,458 | $1,011,743 | |
| 8 | GGG |
Graco Inc
|
7,372 | $557,396 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,743 | 4,458 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,034,563 | 5,458 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $971,196 | 5,458 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $873,695 | 5,368 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $717,730 | 4,088 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||