Position in IEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,912,909
+$5,930,129 QoQ
Shares Held
205,291
+10.8% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $53,527,395 across 8 Specialty Industrial Machinery names. IEX ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
This page
|
205,291 | $38,912,909 | |
| 2 | ETN |
Eaton Corp plc
|
25,058 | $8,962,494 | |
| 3 | ROK |
Rockwell Automation, Inc
|
5,771 | $2,071,096 | |
| 4 | DOV |
DOVER Corp
|
8,259 | $1,721,588 | |
| 5 | GEV |
GE Vernova Inc.
|
1,327 | $1,158,338 | |
| 6 | XYL |
Xylem Inc.
|
3,415 | $408,092 | |
| 7 | EMR |
Emerson Electric Co
|
1,600 | $209,632 | |
| 8 | OTIS |
Otis Worldwide Corp
|
1,080 | $83,246 |
All Filings in IEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,912,909 | 205,291 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,982,780 | 185,359 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,624,766 | 169,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,076,065 | 177,001 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $34,087,328 | 188,359 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $41,081,952 | 196,292 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||