Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$600,565
+$62,526 QoQ
Shares Held
614
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,193
of 1,972 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $58,360,661 across 15 Specialty Industrial Machinery names. PH ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
101,606 | $14,544,898 | |
| 2 | AME |
Ametek Inc/
|
52,169 | $12,621,767 | |
| 3 | ETN |
Eaton Corp plc
|
23,002 | $9,801,612 | |
| 4 | GEV |
GE Vernova Inc.
|
7,791 | $9,153,334 | |
| 5 | ITW |
Illinois Tool Works Inc
|
18,009 | $4,870,894 | |
| 6 | ROK |
Rockwell Automation, Inc
|
5,910 | $2,925,922 | |
| 7 | CMI |
Cummins Inc
|
1,465 | $1,044,852 | |
| 8 | HLIO |
Helios Technologies, Inc.
|
10,025 | $894,731 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,565 | 614 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $538,039 | 601 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $539,681 | 614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $457,164 | 603 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $393,937 | 564 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $291,768 | 480 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $302,750 | 476 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $228,087 | 361 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,050 | 439 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $240,657 | 433 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||