NORTHSTAR ASSET MANAGEMENT INC

Position in IEX — Idex Corp /De/

CIK 869304 Boston, MA

Position in IEX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$269,162

-$171,162 QoQ

Shares Held

1,186

-48.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#477

of 677 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

NORTHSTAR ASSET MANAGEMENT INC holds $16,996,857 across 4 Specialty Industrial Machinery names. IEX ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	21,823	$9,299,216
2	XYL	Xylem Inc.	59,526	$7,036,568
3	ITW	Illinois Tool Works Inc	1,449	$391,911
4	IEX	Idex Corp /De/ This page	1,186	$269,162

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,162	1,186	-48.9%	Shares	Sole	2026-07-28
2026-03-31	$440,324	2,323	-76.9%	Shares	Sole	2026-05-13
2025-12-31	$1,785,627	10,035	-73.2%	Shares	Sole	2026-02-12
2025-09-30	$6,092,106	37,430	-4.8%	Shares	Sole	2025-10-30
2025-06-30	$6,906,397	39,337	-0.3%	Shares	Sole	2025-07-31
2025-03-31	$7,142,162	39,466	+3.1%	Shares	Sole	2025-07-15
2024-12-31	$8,013,923	38,291	-3.5%	Shares	Sole	2025-07-15
2024-09-30	$8,515,221	39,698	+5.6%	Shares	Sole	2025-07-15
2024-06-30	$7,565,522	37,602	+4.8%	Shares	Sole	2025-07-15
2024-03-31	$8,754,461	35,876	+7.7%	Shares	Sole	2025-07-15
2023-12-31	$7,230,414	33,303	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$6,949,532	33,408	+0.6%	Shares	Sole	2023-11-08
2023-06-30	$7,145,770	33,196	+9.8%	Shares	Sole	2023-08-03
2023-03-31	$6,984,267	30,231	-22.6%	Shares	Sole	2023-04-28
2022-12-31	$8,912,633	39,034	-0.9%	Shares	Sole	2023-02-08
2022-09-30	$7,868,893	39,374	+0.2%	Shares	Sole	2023-05-15
2022-06-30	$7,138,603	39,303	-4.8%	Shares	Sole	2023-05-15
2022-03-31	$7,918,449	41,300	+3.0%	Shares	Sole	2023-05-15
2021-12-31	$9,478,795	40,110	+2.2%	Shares	Sole	2023-05-15
2021-09-30	$8,124,236	39,257	+4.0%	Shares	Sole	2023-05-15
2021-06-30	$8,302,266	37,729	+1.9%	Shares	Sole	2023-05-15
2021-03-31	$7,749,654	37,023	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.