Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,315,175
+$457,462 QoQ
Shares Held
5,795
+28.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#313
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, 2026MIZUHO SECURITIES USA LLC holds $92,891,719 across 18 Specialty Industrial Machinery names. IEX ranks #15 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,038 | $24,716,704 | |
| 2 | ETN |
Eaton Corp plc
|
30,399 | $12,953,621 | |
| 3 | PH |
Parker-Hannifin Corp
|
9,871 | $9,655,022 | |
| 4 | CMI |
Cummins Inc
|
10,803 | $7,704,807 | |
| 5 | EMR |
Emerson Electric Co
|
43,849 | $6,276,984 | |
| 6 | ITW |
Illinois Tool Works Inc
|
20,497 | $5,543,823 | |
| 7 | AME |
Ametek Inc/
|
17,944 | $4,341,371 | |
| 8 | ROK |
Rockwell Automation, Inc
|
8,711 | $4,312,641 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,175 | 5,795 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $857,713 | 4,525 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $969,773 | 5,450 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $892,413 | 5,483 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $917,879 | 5,228 | Shares | Defined | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||