Position in IEX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,306,148
+$553,438 QoQ
Shares Held
18,974
-4.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $948,627,656 across 38 Specialty Industrial Machinery names. IEX ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
708,457 | $301,887,695 | |
| 2 | EMR |
Emerson Electric Co
|
1,258,074 | $180,093,292 | |
| 3 | PH |
Parker-Hannifin Corp
|
181,911 | $177,930,786 | |
| 4 | GEV |
GE Vernova Inc.
|
79,862 | $93,826,668 | |
| 5 | CMI |
Cummins Inc
|
58,163 | $41,482,432 | |
| 6 | ROK |
Rockwell Automation, Inc
|
77,271 | $38,255,326 | |
| 7 | ITW |
Illinois Tool Works Inc
|
50,840 | $13,750,693 | |
| 8 | DOV |
DOVER Corp
|
37,204 | $8,344,112 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,306,148 | 18,974 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $3,752,710 | 19,798 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,652,929 | 20,529 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,662,262 | 22,501 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $7,590,416 | 43,233 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $8,033,800 | 44,393 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $10,232,395 | 48,891 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $10,644,991 | 49,627 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,131,224 | 50,354 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $14,396,690 | 58,998 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,727,855 | 58,624 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $13,712,260 | 65,918 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,870,178 | 59,789 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $11,561,663 | 50,044 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $11,603,500 | 50,819 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $10,260,097 | 51,339 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $9,582,614 | 52,759 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $10,455,419 | 54,532 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $13,153,097 | 55,658 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,234,468 | 59,118 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $13,000,331 | 59,079 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,544,336 | 59,929 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,399,633 | 52,207 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $9,577,252 | 52,504 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $8,817,523 | 55,793 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $8,002,506 | 57,943 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||