Position in IEX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$261,673
+$36,678 QoQ
Shares Held
1,153
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 677 holders
Holding Since
Mar 2020
18 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, 2026TCW GROUP INC holds $508,433,629 across 16 Specialty Industrial Machinery names. IEX ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
444,884 | $189,573,969 | |
| 2 | AME |
Ametek Inc/
|
478,478 | $115,762,965 | |
| 3 | GEV |
GE Vernova Inc.
|
73,153 | $85,944,533 | |
| 4 | MIR |
Mirion Technologies, Inc.
|
2,255,645 | $40,443,714 | |
| 5 | SYM |
Symbotic Inc.
|
728,481 | $32,745,220 | |
| 6 | XYL |
Xylem Inc.
|
275,291 | $32,542,148 | |
| 7 | INIO |
Innio N.V.
|
54,432 | $2,152,785 | |
| 8 | PH |
Parker-Hannifin Corp
|
2,039 | $1,994,386 |
All Filings in IEX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,673 | 1,153 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $224,995 | 1,187 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $200,894 | 1,129 | Shares | Defined | 2026-02-17 | |
| 2023-09-30 | $3,457,292 | 16,620 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,577,621 | 16,620 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,831,169 | 16,583 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,802,151 | 16,652 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,335,695 | 16,691 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $3,031,585 | 16,691 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $3,200,164 | 16,691 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $3,924,329 | 16,606 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $3,409,500 | 16,475 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $3,625,323 | 16,475 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $3,444,150 | 16,454 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $3,277,636 | 16,454 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $10,573,394 | 57,965 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $11,335,734 | 71,727 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,934,803 | 71,934 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||