Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$353,101
+$47,825 QoQ
Shares Held
361
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,427
of 1,973 holders
Holding Since
Sep 2025
4 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, 2026DAVIDSON TRUST CO holds $3,844,129 across 5 Specialty Industrial Machinery names. PH ranks #5 (9.2% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,101 | 361 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $305,276 | 341 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $254,019 | 289 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $219,105 | 289 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||