Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$287,999
+$45,187 QoQ
Shares Held
1,269
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 677 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fiduciary Trust Co holds $122,526,186 across 19 Specialty Industrial Machinery names. IEX ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
26,639 | $31,297,094 | |
| 2 | EMR |
Emerson Electric Co
|
146,197 | $20,928,099 | |
| 3 | ITW |
Illinois Tool Works Inc
|
70,518 | $19,073,002 | |
| 4 | PH |
Parker-Hannifin Corp
|
14,211 | $13,900,062 | |
| 5 | ETN |
Eaton Corp plc
|
31,423 | $13,389,968 | |
| 6 | ROK |
Rockwell Automation, Inc
|
11,904 | $5,893,431 | |
| 7 | DOV |
DOVER Corp
|
23,492 | $5,268,785 | |
| 8 | XYL |
Xylem Inc.
|
33,204 | $3,925,044 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,999 | 1,269 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,812 | 1,281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,499 | 1,301 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $306,638 | 1,884 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $440,328 | 2,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $447,719 | 2,474 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $241,520 | 1,154 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||