Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,586,083
-$126,800,758 QoQ
Shares Held
355,083
-67.5% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $19,646,141,165 across 56 Specialty Industrial Machinery names. IEX ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
11,076,048 | $4,719,725,570 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,346,733 | $3,273,506,479 | |
| 3 | GEV |
GE Vernova Inc.
|
2,520,821 | $2,961,611,756 | |
| 4 | EMR |
Emerson Electric Co
|
18,366,373 | $2,629,146,291 | |
| 5 | CMI |
Cummins Inc
|
1,974,668 | $1,408,352,960 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,373,661 | $642,004,086 | |
| 7 | DOV |
DOVER Corp
|
2,788,366 | $625,374,724 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,036,484 | $513,142,495 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,586,083 | 355,083 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $207,386,841 | 1,094,101 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $61,810,837 | 347,369 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $65,373,526 | 401,656 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $70,531,381 | 401,728 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $74,187,924 | 409,946 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $85,923,167 | 410,546 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $114,705,804 | 534,759 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $101,438,196 | 504,166 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $125,838,427 | 515,689 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $101,934,008 | 469,504 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $103,414,851 | 497,139 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $113,289,829 | 526,293 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $133,491,441 | 577,810 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $129,705,137 | 568,060 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $110,167,110 | 551,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $104,931,462 | 577,721 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $119,753,596 | 624,595 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $158,135,886 | 669,160 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $146,357,314 | 707,211 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $149,209,521 | 678,071 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $140,810,607 | 672,705 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $129,616,051 | 650,683 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $133,402,448 | 731,333 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $100,449,273 | 635,594 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $89,731,721 | 649,712 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||