Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$836,292
+$73,548 QoQ
Shares Held
855
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,067
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $34,221,395 across 29 Specialty Industrial Machinery names. PH ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,842 | $10,388,111 | |
| 2 | EMR |
Emerson Electric Co
|
54,648 | $7,822,861 | |
| 3 | ITW |
Illinois Tool Works Inc
|
12,123 | $3,278,907 | |
| 4 | AME |
Ametek Inc/
|
10,904 | $2,638,113 | |
| 5 | CR |
Crane Co
|
6,173 | $1,377,011 | |
| 6 | CMI |
Cummins Inc
|
1,793 | $1,278,785 | |
| 7 | DCI |
DONALDSON Co INC
|
12,729 | $1,142,681 | |
| 8 | OTIS |
Otis Worldwide Corp
|
15,161 | $1,085,527 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,292 | 855 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $762,744 | 852 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $786,669 | 895 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $813,494 | 1,073 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $627,924 | 899 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $511,201 | 841 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $534,901 | 841 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $532,624 | 843 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $426,397 | 843 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $455,192 | 819 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $196,258 | 426 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $149,965 | 385 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $187,609 | 481 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $141,166 | 420 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $122,220 | 420 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $96,439 | 398 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $97,927 | 398 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $112,936 | 398 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $126,611 | 398 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $111,288 | 398 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $112,709 | 367 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $95,259 | 302 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $82,267 | 302 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $61,106 | 302 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $55,347 | 302 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $17,513 | 135 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||