SMA Capital LLC

SEC CIK: 0002075338
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

IEX holding history

Idex Corp in every 13F filed by SMA Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IEX overview All 13F holders of IEX Full Q2 2026 holdings

Shares (Q2 2026): 52,000
Value: $11.8M
% of portfolio: 5.0%
Quarters held: 3; Since Q4 2025

Holdings of IEX by SMA Capital LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,000	$11.8M	5.0%	+9,671+22.8%	Added	Holders
Q1 2026	42,329	$8.02M	3.5%	+34,329+429.1%	Added	Holders
Q4 2025	8,000	$1.42M	0.7%	–	No prior filing	Holders