Position in IEX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,105,598
+$4,974,491 QoQ
Shares Held
132,653
+0.1% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#94
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NICHOLAS COMPANY, INC. holds $248,374,270 across 9 Specialty Industrial Machinery names. IEX ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
182,455 | $77,747,724 | |
| 2 | ITW |
Illinois Tool Works Inc
|
175,415 | $47,444,495 | |
| 3 | IEX |
Idex Corp /De/
This page
|
132,653 | $30,105,598 | |
| 4 | NDSN |
Nordson Corp
|
90,940 | $27,435,688 | |
| 5 | AME |
Ametek Inc/
|
109,288 | $26,441,138 | |
| 6 | AOS |
Smith A O Corp
|
385,673 | $24,189,410 | |
| 7 | ROK |
Rockwell Automation, Inc
|
17,146 | $8,488,641 | |
| 8 | DCI |
DONALDSON Co INC
|
38,050 | $3,415,748 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,105,598 | 132,653 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $25,131,107 | 132,583 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $23,582,922 | 132,533 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $21,575,953 | 132,563 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,180,800 | 103,553 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,699,690 | 86,753 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $18,156,535 | 86,753 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,513,925 | 81,650 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,321,380 | 76,150 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $18,899,349 | 77,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,595,011 | 71,830 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,942,076 | 71,830 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $15,462,125 | 71,830 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $16,600,660 | 71,855 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $16,203,438 | 70,965 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $14,182,355 | 70,965 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $12,883,924 | 70,935 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $13,537,096 | 70,605 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $16,690,100 | 70,625 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,616,878 | 70,630 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,543,231 | 70,635 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,791,597 | 70,665 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,182,044 | 71,195 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,986,679 | 71,195 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,239,804 | 71,120 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,825,835 | 71,145 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||