Position in IEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$283,006
+$23,513 QoQ
Shares Held
1,247
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
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, 2026EQUITABLE TRUST CO holds $15,842,482 across 9 Specialty Industrial Machinery names. IEX ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,311 | $4,501,068 | |
| 2 | GEV |
GE Vernova Inc.
|
2,389 | $2,806,740 | |
| 3 | OTIS |
Otis Worldwide Corp
|
31,144 | $2,229,910 | |
| 4 | IR |
Ingersoll Rand Inc.
|
23,212 | $1,903,150 | |
| 5 | EMR |
Emerson Electric Co
|
12,483 | $1,786,940 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,196 | $1,087,195 | |
| 7 | ETN |
Eaton Corp plc
|
2,155 | $918,287 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,206 | $326,186 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,006 | 1,247 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $259,493 | 1,369 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $243,599 | 1,369 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $222,817 | 1,369 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $222,446 | 1,267 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||