Position in PH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,464,394
+$1,953,280 QoQ
Shares Held
6,609
+31.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#526
of 1,976 holders
Holding Since
Sep 2023
12 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, 2026Crestwood Advisors Group, LLC holds $88,613,816 across 18 Specialty Industrial Machinery names. PH ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
364,612 | $43,100,784 | |
| 2 | GEV |
GE Vernova Inc.
|
11,468 | $13,473,294 | |
| 3 | ETN |
Eaton Corp plc
|
16,074 | $6,849,452 | |
| 4 | EMR |
Emerson Electric Co
|
47,364 | $6,780,156 | |
| 5 | PH |
Parker-Hannifin Corp
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|
6,609 | $6,464,394 | |
| 6 | CMI |
Cummins Inc
|
3,208 | $2,287,977 | |
| 7 | AME |
Ametek Inc/
|
8,691 | $2,102,700 | |
| 8 | IR |
Ingersoll Rand Inc.
|
17,896 | $1,467,293 |
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,464,394 | 6,609 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,511,114 | 5,039 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,410,108 | 2,742 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,902,956 | 2,510 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,655,373 | 2,370 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,426,623 | 2,347 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,336,935 | 2,102 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,262,376 | 1,998 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $975,201 | 1,928 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,083,790 | 1,950 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $884,544 | 1,920 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $695,293 | 1,785 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||