Laird Norton Wetherby Trust Company, LLC
BankPosition in IEX — Idex Corp /De/
CIK 723204
Seattle, WA
Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$778,438
+$188,370 QoQ
Shares Held
3,430
+10.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#362
of 677 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $66,273,795 across 22 Specialty Industrial Machinery names. IEX ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
13,288 | $15,611,539 | |
| 2 | ETN |
Eaton Corp plc
|
25,930 | $11,049,290 | |
| 3 | CMI |
Cummins Inc
|
11,917 | $8,499,322 | |
| 4 | PH |
Parker-Hannifin Corp
|
5,864 | $5,735,695 | |
| 5 | ITW |
Illinois Tool Works Inc
|
16,836 | $4,553,632 | |
| 6 | EMR |
Emerson Electric Co
|
27,108 | $3,880,510 | |
| 7 | ROK |
Rockwell Automation, Inc
|
6,543 | $3,239,307 | |
| 8 | XYL |
Xylem Inc.
|
26,530 | $3,136,111 |
All Filings in IEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,438 | 3,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $590,068 | 3,113 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $906,070 | 5,092 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||