Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$554,594
+$89,965 QoQ
Shares Held
567
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,213
of 1,965 holders
Holding Since
Dec 2022
15 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, 2026FOSTER & MOTLEY INC holds $18,964,962 across 6 Specialty Industrial Machinery names. PH ranks #5 (2.9% of the industry book) .
All Filings in PH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,594 | 567 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $464,629 | 519 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $456,180 | 519 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $400,303 | 528 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $365,299 | 523 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $317,905 | 523 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $375,257 | 590 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $375,932 | 595 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $293,369 | 580 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $332,918 | 599 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $279,644 | 607 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $251,240 | 645 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $252,745 | 648 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $231,579 | 689 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $200,499 | 689 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||