Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$124,221
+$28,431 QoQ
Shares Held
127
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,712
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $89,681,738 across 39 Specialty Industrial Machinery names. PH ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
185,400 | $26,540,010 | |
| 2 | DOV |
DOVER Corp
|
81,499 | $18,278,595 | |
| 3 | ITT |
Itt Inc.
|
60,772 | $12,018,270 | |
| 4 | ITW |
Illinois Tool Works Inc
|
36,414 | $9,848,894 | |
| 5 | ROK |
Rockwell Automation, Inc
|
14,223 | $7,041,522 | |
| 6 | AME |
Ametek Inc/
|
28,184 | $6,818,836 | |
| 7 | OTIS |
Otis Worldwide Corp
|
40,325 | $2,887,270 | |
| 8 | GEV |
GE Vernova Inc.
|
2,209 | $2,595,265 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,221 | 127 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $95,790 | 107 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $76,469 | 87 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $64,442 | 85 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $58,671 | 84 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $368,357 | 606 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $385,434 | 606 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $382,882 | 606 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $306,520 | 606 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $336,808 | 606 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $279,184 | 606 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $236,049 | 606 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $236,364 | 606 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $203,682 | 606 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $177,510 | 610 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $171,070 | 706 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $172,481 | 701 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $22,417 | 79 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $35,311 | 111 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $20,971 | 75 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $21,190 | 69 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $21,764 | 69 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $18,796 | 69 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $13,961 | 69 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $15,211 | 83 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $7,913 | 61 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||