Position in IEX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$35,404
+$5,835 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#551
of 677 holders
Holding Since
Mar 2026
2 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, 2026Ares Financial Consulting, LLC holds $535,947 across 21 Specialty Industrial Machinery names. IEX ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
1,658 | $118,712 | |
| 2 | GEV |
GE Vernova Inc.
|
63 | $74,016 | |
| 3 | ETN |
Eaton Corp plc
|
140 | $59,656 | |
| 4 | RRX |
Regal Rexnord Corp
|
190 | $45,256 | |
| 5 | CMI |
Cummins Inc
|
56 | $39,939 | |
| 6 | IEX |
Idex Corp /De/
This page
|
156 | $35,404 | |
| 7 | ITW |
Illinois Tool Works Inc
|
128 | $34,620 | |
| 8 | EMR |
Emerson Electric Co
|
239 | $34,212 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,404 | 156 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $29,569 | 156 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||