Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,004,528
-$965,895 QoQ
Shares Held
1,027
-53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,018
of 1,971 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 17%
Shared 83%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. PH ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in PH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,528 | 1,027 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,970,423 | 2,201 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,908,221 | 2,171 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $563,305 | 743 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $449,814 | 644 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $437,651 | 720 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $501,827 | 789 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $497,241 | 787 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $350,020 | 692 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $372,378 | 670 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $301,758 | 655 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $257,472 | 661 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,098 | 713 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $230,907 | 687 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||