Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$287,545
New position
Shares Held
1,267
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OPPENHEIMER & CO INC holds $155,569,054 across 23 Specialty Industrial Machinery names. IEX ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
83,149 | $35,431,451 | |
| 2 | GEV |
GE Vernova Inc.
|
22,641 | $26,600,005 | |
| 3 | ROK |
Rockwell Automation, Inc
|
44,988 | $22,272,659 | |
| 4 | EMR |
Emerson Electric Co
|
84,042 | $12,030,612 | |
| 5 | XYL |
Xylem Inc.
|
93,205 | $11,017,763 | |
| 6 | PH |
Parker-Hannifin Corp
|
6,716 | $6,569,053 | |
| 7 | CMI |
Cummins Inc
|
7,732 | $5,514,539 | |
| 8 | RRX |
Regal Rexnord Corp
|
22,653 | $5,395,718 |
All Filings in IEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,545 | 1,267 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||