Position in PH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,155,365
+$1,581,036 QoQ
Shares Held
26,982
+5.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Advisors Asset Management, Inc. holds $143,256,711 across 29 Specialty Industrial Machinery names. PH ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
30,896 | $26,969,118 | |
| 2 | PH |
Parker-Hannifin Corp
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|
26,982 | $24,155,365 | |
| 3 | CMI |
Cummins Inc
|
44,229 | $23,796,086 | |
| 4 | ITW |
Illinois Tool Works Inc
|
58,021 | $15,102,286 | |
| 5 | ROK |
Rockwell Automation, Inc
|
32,329 | $11,602,231 | |
| 6 | ETN |
Eaton Corp plc
|
22,897 | $8,189,569 | |
| 7 | SYM |
Symbotic Inc.
|
72,164 | $3,839,124 | |
| 8 | CR |
Crane Co
|
21,794 | $3,726,774 |
All Filings in PH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,155,365 | 26,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,574,329 | 25,683 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,830,172 | 20,880 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,884,467 | 17,015 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,447,899 | 13,898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,143,888 | 11,232 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,885,864 | 7,733 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,952,905 | 7,815 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,786,463 | 8,612 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,843,159 | 8,342 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,806,102 | 7,204 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,942,851 | 7,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,157,490 | 6,419 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,279,236 | 4,396 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $946,947 | 3,908 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $988,628 | 4,018 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,159,727 | 4,087 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,356,463 | 4,264 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,659,265 | 5,934 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,964,790 | 12,910 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,756,999 | 15,081 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,307,091 | 19,482 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,786,150 | 23,654 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,871,499 | 26,581 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,807,445 | 29,349 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||