JONES FINANCIAL COMPANIES LLLP

Position in IEX — Idex Corp /De/

CIK 815917 DES PERES, MO

Position in IEX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,231,371

+$749,849 QoQ

Shares Held

9,832

+25.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#265

of 677 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,362,315,743 across 60 Specialty Industrial Machinery names. IEX ranks #29 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	659,078	$280,846,317
2	GEV	GE Vernova Inc.	233,947	$274,854,971
3	AME	Ametek Inc/	753,450	$182,289,692
4	PH	Parker-Hannifin Corp	126,804	$124,029,527
5	EMR	Emerson Electric Co	692,838	$99,179,759
6	AOS	Smith A O Corp	1,015,428	$63,687,643
7	CMI	Cummins Inc	73,802	$52,636,323
8	ITW	Illinois Tool Works Inc	133,626	$36,141,824

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,231,371	9,832	+25.8%	Shares	Sole	2026-08-14
2026-03-31	$1,481,522	7,816	+426.7%	Shares	Sole	2026-05-15
2025-12-31	$264,062	1,484	+11.6%	Shares	Sole	2026-02-17
2025-09-30	$216,470	1,330	+67.7%	Shares	Sole	2025-11-04
2025-06-30	$139,226	793	+73.1%	Shares	Sole	2025-08-13
2025-03-31	$82,883	458	+12.5%	Shares	Sole	2025-05-28
2024-12-31	$85,180	407	+35.2%	Shares	Sole	2025-02-06
2024-09-30	$64,564	301	+119.7%	Shares	Sole	2024-11-12
2024-06-30	$27,563	137	+87.7%	Shares	Sole	2024-08-14
2024-03-31	$17,813	73	+284.2%	Shares	Sole	2024-05-14
2021-03-31	$3,977	19	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.