Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,002,211
+$184,874 QoQ
Shares Held
2,047
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#797
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Smith Salley Wealth Management holds $65,392,883 across 8 Specialty Industrial Machinery names. PH ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
110,491 | $26,732,192 | |
| 2 | CMI |
Cummins Inc
|
23,045 | $16,435,924 | |
| 3 | XYL |
Xylem Inc.
|
79,697 | $9,420,982 | |
| 4 | ETN |
Eaton Corp plc
|
17,907 | $7,630,530 | |
| 5 | EMR |
Emerson Electric Co
|
14,854 | $2,126,350 | |
| 6 | PH |
Parker-Hannifin Corp
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|
2,047 | $2,002,211 | |
| 7 | GEV |
GE Vernova Inc.
|
633 | $743,686 | |
| 8 | ROK |
Rockwell Automation, Inc
|
608 | $301,008 |
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,211 | 2,047 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,817,337 | 2,030 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,610,254 | 1,832 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,073,540 | 1,416 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $345,044 | 494 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||