Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,765
+$785 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#612
of 677 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $287,502 across 23 Specialty Industrial Machinery names. IEX ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
60 | $70,491 | |
| 2 | CMI |
Cummins Inc
|
63 | $44,932 | |
| 3 | ETN |
Eaton Corp plc
|
76 | $32,385 | |
| 4 | ITW |
Illinois Tool Works Inc
|
85 | $22,989 | |
| 5 | PH |
Parker-Hannifin Corp
|
20 | $19,562 | |
| 6 | EMR |
Emerson Electric Co
|
113 | $16,175 | |
| 7 | AME |
Ametek Inc/
|
62 | $15,000 | |
| 8 | ROK |
Rockwell Automation, Inc
|
28 | $13,862 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,765 | 21 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,980 | 21 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,202 | 18 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||