Position in PH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,511,114
+$2,101,006 QoQ
Shares Held
5,039
+83.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Crestwood Advisors Group, LLC holds $82,339,122 across 17 Specialty Industrial Machinery names. PH ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
405,001 | $48,397,619 | |
| 2 | GEV |
GE Vernova Inc.
|
9,029 | $7,881,413 | |
| 3 | EMR |
Emerson Electric Co
|
47,158 | $6,178,641 | |
| 4 | ETN |
Eaton Corp plc
|
15,339 | $5,486,300 | |
| 5 | PH |
Parker-Hannifin Corp
This page
|
5,039 | $4,511,114 | |
| 6 | AME |
Ametek Inc/
|
8,475 | $1,816,701 | |
| 7 | CMI |
Cummins Inc
|
3,049 | $1,640,422 | |
| 8 | IR |
Ingersoll Rand Inc.
|
18,067 | $1,447,528 |
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||