Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,222,182
-$883,953 QoQ
Shares Held
5,339
-23.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#136
of 756 holders
Holding Since
Sep 2020
23 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, 2026J.W. COLE ADVISORS, INC. holds $43,814,564 across 17 Specialty Industrial Machinery names. PH ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,930 | $18,715,519 | |
| 2 | PH |
Parker-Hannifin Corp
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|
5,339 | $5,222,182 | |
| 3 | ETN |
Eaton Corp plc
|
11,976 | $5,103,213 | |
| 4 | CMI |
Cummins Inc
|
6,400 | $4,564,544 | |
| 5 | EMR |
Emerson Electric Co
|
15,839 | $2,267,352 | |
| 6 | ROK |
Rockwell Automation, Inc
|
4,072 | $2,015,965 | |
| 7 | ITW |
Illinois Tool Works Inc
|
5,910 | $1,598,477 | |
| 8 | OTIS |
Otis Worldwide Corp
|
19,033 | $1,362,762 |
All Filings in PH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,222,182 | 5,339 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $6,106,135 | 6,947 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,875,662 | 5,112 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,525,876 | 5,048 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,235,064 | 3,677 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,556,365 | 2,447 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,509,417 | 2,389 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,149,706 | 2,273 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,183,832 | 2,130 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $921,860 | 2,001 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $544,938 | 1,399 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $534,354 | 1,370 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $465,848 | 1,386 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $395,178 | 1,358 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $329,056 | 1,358 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $313,713 | 1,275 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $341,079 | 1,202 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $385,243 | 1,211 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $347,847 | 1,244 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $337,821 | 1,100 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $346,973 | 1,100 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $295,020 | 1,083 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $297,035 | 1,468 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||