Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,815
+$299 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 677 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $92,126 across 13 Specialty Industrial Machinery names. IEX ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
36 | $42,294 | |
| 2 | ETN |
Eaton Corp plc
|
30 | $12,783 | |
| 3 | ITW |
Illinois Tool Works Inc
|
22 | $5,950 | |
| 4 | CMI |
Cummins Inc
|
8 | $5,705 | |
| 5 | AME |
Ametek Inc/
|
20 | $4,838 | |
| 6 | ROK |
Rockwell Automation, Inc
|
9 | $4,455 | |
| 7 | DOV |
DOVER Corp
|
17 | $3,812 | |
| 8 | PH |
Parker-Hannifin Corp
|
3 | $2,934 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815 | 8 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,516 | 8 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||