Position in IEX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$92,368
+$15,222 QoQ
Shares Held
407
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#530
of 677 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $3,432,503 across 43 Specialty Industrial Machinery names. IEX ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
829 | $973,958 | |
| 2 | DOV |
DOVER Corp
|
1,610 | $361,090 | |
| 3 | CMI |
Cummins Inc
|
477 | $340,201 | |
| 4 | AME |
Ametek Inc/
|
951 | $230,084 | |
| 5 | CR |
Crane Co
|
726 | $161,948 | |
| 6 | OTIS |
Otis Worldwide Corp
|
2,098 | $150,216 | |
| 7 | XYL |
Xylem Inc.
|
1,123 | $132,749 | |
| 8 | FLS |
Flowserve Corp
|
1,762 | $130,669 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,368 | 407 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $77,146 | 407 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $72,421 | 407 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $28,320 | 174 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $9,480 | 54 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||