Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,463,748
+$5,809,087 QoQ
Shares Held
63,731
+39.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#135
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,981,205,971 across 46 Specialty Industrial Machinery names. IEX ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
538,022 | $632,100,525 | |
| 2 | PH |
Parker-Hannifin Corp
|
589,356 | $576,460,888 | |
| 3 | CMI |
Cummins Inc
|
329,721 | $235,160,310 | |
| 4 | ETN |
Eaton Corp plc
|
549,876 | $234,313,157 | |
| 5 | GNRC |
Generac Holdings Inc.
|
671,412 | $196,596,144 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,906,445 | $136,501,458 | |
| 7 | DOV |
DOVER Corp
|
533,001 | $119,541,460 | |
| 8 | ITW |
Illinois Tool Works Inc
|
409,021 | $110,627,904 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,463,748 | 63,731 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,654,661 | 45,659 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,265,512 | 52,071 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $8,086,077 | 49,681 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,121,644 | 40,563 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $9,049,040 | 50,003 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,115,143 | 67,443 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,957,077 | 102,364 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,761,128 | 88,276 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,424,977 | 71,408 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,884,859 | 77,771 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $11,350,817 | 54,566 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $10,522,553 | 48,883 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $10,057,890 | 43,535 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $12,804,743 | 56,080 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $8,862,746 | 44,347 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $9,965,127 | 54,865 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,536,072 | 49,737 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $13,741,297 | 58,147 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,206,475 | 73,479 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $24,472,417 | 111,213 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,883,094 | 94,989 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,433,050 | 67,435 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,980,617 | 43,751 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,434,829 | 47,044 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,998,168 | 50,671 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||