Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,137,947
+$7,728,984 QoQ
Shares Held
106,358
+22.9% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#103
of 677 holders
Holding Since
Mar 2020
26 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, 2026CITIGROUP INC holds $3,055,934,376 across 62 Specialty Industrial Machinery names. IEX ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,214,464 | $1,426,825,174 | |
| 2 | ETN |
Eaton Corp plc
|
564,310 | $240,463,775 | |
| 3 | PH |
Parker-Hannifin Corp
|
142,017 | $138,909,667 | |
| 4 | CMI |
Cummins Inc
|
185,959 | $132,627,816 | |
| 5 | ROK |
Rockwell Automation, Inc
|
255,527 | $126,506,306 | |
| 6 | ITT |
Itt Inc.
|
636,136 | $125,802,254 | |
| 7 | IR |
Ingersoll Rand Inc.
|
1,414,682 | $115,989,775 | |
| 8 | EMR |
Emerson Electric Co
|
720,454 | $103,132,989 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,137,947 | 106,358 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $16,408,963 | 86,568 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $21,624,691 | 121,528 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,658,478 | 114,638 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $17,439,191 | 99,329 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $14,444,299 | 79,816 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $10,163,119 | 48,560 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $19,502,982 | 90,923 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $14,740,111 | 73,261 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $13,518,949 | 55,401 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $7,682,434 | 35,385 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,034,978 | 38,626 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $11,807,654 | 54,853 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $18,210,706 | 78,824 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $19,157,342 | 83,902 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,592,845 | 73,019 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,147,774 | 66,882 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,129,156 | 73,693 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $15,994,134 | 67,680 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $15,194,680 | 73,422 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $19,516,452 | 88,691 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $20,526,544 | 98,063 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,740,614 | 68,979 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $11,719,658 | 64,249 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,797,129 | 80,974 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,859,343 | 27,944 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||