Position in PH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$28,457,423
+$2,222,415 QoQ
Shares Held
29,094
-0.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#272
of 1,973 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. PH ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
|
5,379 | $3,836,356 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,457,423 | 29,094 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $26,235,008 | 29,305 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,024,504 | 30,746 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,366,941 | 30,821 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,072,350 | 31,601 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $19,240,276 | 31,653 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,392,393 | 32,062 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,544,890 | 32,517 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,560,725 | 32,741 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,951,481 | 39,496 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,787,806 | 40,781 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,208,604 | 44,179 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,522,672 | 50,053 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,103,556 | 53,862 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $16,050,396 | 55,156 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $13,322,446 | 54,981 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,369,126 | 54,335 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $14,842,918 | 52,308 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,230,482 | 51,020 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,373,306 | 51,403 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,831,827 | 51,551 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,468,284 | 52,209 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,186,840 | 52,079 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $10,598,973 | 52,382 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,586,487 | 52,308 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,870,241 | 52,958 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||