Position in IEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$56,940,845
New position
Shares Held
250,896
first reported quarter
Ownership
0.340%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#60
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Evelyn Partners Group Ltd holds $83,810,881 across 11 Specialty Industrial Machinery names. IEX ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
This page
|
250,896 | $56,940,845 | |
| 2 | ETN |
Eaton Corp plc
|
30,291 | $12,907,599 | |
| 3 | XYL |
Xylem Inc.
|
46,616 | $5,510,477 | |
| 4 | ROK |
Rockwell Automation, Inc
|
8,852 | $4,382,447 | |
| 5 | GEV |
GE Vernova Inc.
|
1,610 | $1,891,524 | |
| 6 | DOV |
DOVER Corp
|
5,234 | $1,173,881 | |
| 7 | EMR |
Emerson Electric Co
|
4,774 | $683,397 | |
| 8 | OTIS |
Otis Worldwide Corp
|
3,544 | $253,749 |
All Filings in IEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,940,845 | 250,896 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||