Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$376,576
+$31,909 QoQ
Shares Held
385
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,386
of 1,972 holders
Holding Since
Sep 2024
8 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, 2026Nelson Capital Management, LLC holds $6,616,525 across 4 Specialty Industrial Machinery names. PH ranks #4 (5.7% of the industry book) .
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,576 | 385 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $344,667 | 385 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $338,399 | 385 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $291,887 | 385 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $268,910 | 385 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $234,022 | 385 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $244,871 | 385 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $243,250 | 385 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||