Position in PH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$823,577
-$12,577 QoQ
Shares Held
842
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,074
of 1,972 holders
Holding Since
Mar 2020
24 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, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. PH ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
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|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in PH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,577 | 842 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $836,154 | 934 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,000,256 | 1,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $815,769 | 1,076 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $910,804 | 1,304 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,417,710 | 2,229 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,604,822 | 2,540 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,239,234 | 2,450 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,326,114 | 2,386 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,136,086 | 2,466 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $929,394 | 2,386 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $890,461 | 2,283 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $725,325 | 2,158 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $533,112 | 1,832 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $468,142 | 1,932 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $335,365 | 1,363 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $291,136 | 1,026 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $927,319 | 2,915 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $772,869 | 2,764 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,096,996 | 3,572 | Shares | Other | 2021-08-10 | |
| 2020-12-31 | $450,293 | 1,653 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $383,029 | 1,893 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $327,686 | 1,788 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $234,811 | 1,810 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||