Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,290
+$3,179 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 677 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $17,139,339 across 16 Specialty Industrial Machinery names. IEX ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,330 | $4,514,619 | |
| 2 | EMR |
Emerson Electric Co
|
28,347 | $4,057,873 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,982 | $2,916,753 | |
| 4 | GEV |
GE Vernova Inc.
|
1,400 | $1,644,803 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,895 | $1,594,420 | |
| 6 | DOV |
DOVER Corp
|
4,173 | $935,920 | |
| 7 | ETN |
Eaton Corp plc
|
1,467 | $625,118 | |
| 8 | ROK |
Rockwell Automation, Inc
|
917 | $453,988 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,290 | 85 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,111 | 85 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,124 | 85 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,834 | 85 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,923 | 85 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $15,382 | 85 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $17,789 | 85 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $18,232 | 85 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $17,102 | 85 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $20,741 | 85 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $18,454 | 85 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $17,681 | 85 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $18,297 | 85 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $19,637 | 85 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $19,408 | 85 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $16,987 | 85 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $15,438 | 85 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $16,297 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $20,087 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $17,590 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $18,704 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $17,792 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $16,932 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $15,504 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $13,433 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $11,739 | 85 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||