Position in IEX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,749,953
+$612,209 QoQ
Shares Held
12,117
+7.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 677 holders
Holding Since
Mar 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, 2026Rakuten Investment Management, Inc. holds $144,622,479 across 12 Specialty Industrial Machinery names. IEX ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
44,108 | $51,820,724 | |
| 2 | PH |
Parker-Hannifin Corp
|
20,630 | $20,178,615 | |
| 3 | CMI |
Cummins Inc
|
22,580 | $16,104,281 | |
| 4 | EMR |
Emerson Electric Co
|
91,720 | $13,129,718 | |
| 5 | ITW |
Illinois Tool Works Inc
|
43,511 | $11,768,420 | |
| 6 | ROK |
Rockwell Automation, Inc
|
18,263 | $9,041,646 | |
| 7 | IR |
Ingersoll Rand Inc.
|
60,289 | $4,943,095 | |
| 8 | DOV |
DOVER Corp
|
22,033 | $4,941,561 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,749,953 | 12,117 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,137,744 | 11,278 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,814,632 | 10,198 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,022,295 | 6,281 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $1,276,562 | 7,054 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||