Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$477,322
+$29,702 QoQ
Shares Held
488
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,270
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026Westover Capital Advisors, LLC holds $5,567,571 across 6 Specialty Industrial Machinery names. PH ranks #4 (8.6% of the industry book) .
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,322 | 488 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $447,620 | 500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $443,874 | 505 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $335,102 | 442 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $334,567 | 479 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $299,670 | 493 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $304,022 | 478 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $310,223 | 491 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $248,352 | 491 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $284,008 | 511 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $236,799 | 514 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||