Position in IEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,205
+$8,950 QoQ
Shares Held
67
+103.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 677 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $101,910,541 across 50 Specialty Industrial Machinery names. IEX ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
94,532 | $40,281,975 | |
| 2 | PH |
Parker-Hannifin Corp
|
21,073 | $20,611,922 | |
| 3 | GEV |
GE Vernova Inc.
|
13,050 | $15,331,923 | |
| 4 | EMR |
Emerson Electric Co
|
50,833 | $7,276,743 | |
| 5 | CMI |
Cummins Inc
|
6,918 | $4,933,986 | |
| 6 | NDSN |
Nordson Corp
|
10,553 | $3,183,734 | |
| 7 | ITW |
Illinois Tool Works Inc
|
11,244 | $3,041,164 | |
| 8 | ROK |
Rockwell Automation, Inc
|
3,938 | $1,949,625 |
All Filings in IEX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,205 | 67 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,255 | 33 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $47,509 | 267 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,066 | 111 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,274 | 87 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,447 | 8 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,674 | 8 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,428 | 333 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $69,011 | 343 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $78,818 | 323 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $61,442 | 283 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $60,741 | 292 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $91,054 | 423 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $65,381 | 283 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,393 | 28 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,595 | 28 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $708 | 3 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $620 | 3 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $660 | 3 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,139 | 15 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||