Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,977,758
+$163,107 QoQ
Shares Held
2,022
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#802
of 1,973 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. PH ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,043 | $2,001,608 | |
| 2 | PH |
Parker-Hannifin Corp
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|
2,022 | $1,977,758 | |
| 3 | GEV |
GE Vernova Inc.
|
1,679 | $1,972,589 | |
| 4 | EMR |
Emerson Electric Co
|
9,739 | $1,394,137 | |
| 5 | ETN |
Eaton Corp plc
|
2,159 | $919,993 | |
| 6 | CMI |
Cummins Inc
|
786 | $560,583 | |
| 7 | DOV |
DOVER Corp
|
1,263 | $283,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
801 | $216,646 |
All Filings in PH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,977,758 | 2,022 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,814,651 | 2,027 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,766,709 | 2,010 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,529,946 | 2,018 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,387,859 | 1,987 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,207,797 | 1,987 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,263,791 | 1,987 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,255,426 | 1,987 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,010,102 | 1,997 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,094,350 | 1,969 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $931,074 | 2,021 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $768,912 | 1,974 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $788,270 | 2,021 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $670,203 | 1,994 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $569,487 | 1,957 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $474,685 | 1,959 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $482,750 | 1,962 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $579,154 | 2,041 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $649,282 | 2,041 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $547,775 | 1,959 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $601,628 | 1,959 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $602,155 | 1,909 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $518,668 | 1,904 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $385,255 | 1,904 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||