SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in PH — Parker-Hannifin Corp
CIK 1531593
NEW YORK, NY
Position in PH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$28,365
+$9,565 QoQ
Shares Held
29
+38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,822
of 1,972 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Dec 31, 2021CallValue
$254,496
CallShares
800
PutValue
$254,496
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,540,043 across 27 Specialty Industrial Machinery names. PH ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
11,044 | $308,900 | |
| 2 | SMR |
NUSCALE POWER Corp
|
18,117 | $181,713 | |
| 3 | GEV |
GE Vernova Inc.
|
146 | $171,529 | |
| 4 | XYL |
Xylem Inc.
|
1,103 | $130,385 | |
| 5 | NPO |
Enpro Inc.
|
300 | $113,079 | |
| 6 | FLS |
Flowserve Corp
|
1,201 | $89,066 | |
| 7 | IR |
Ingersoll Rand Inc.
|
862 | $70,675 | |
| 8 | GNRC |
Generac Holdings Inc.
|
218 | $63,832 |
All Filings in PH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,365 | 29 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,800 | 21 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $165,244 | 188 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $167,551 | 221 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,068 | 86 | Shares | Sole | 2025-08-12 | |
| 2024-03-31 | $1 | 2 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $65,916 | 169 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $84,027 | 250 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $337,851 | 1,161 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $114,370 | 472 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $65,941 | 268 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,876 | 63 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $254,496 | 800 | Call | Sole | 2022-01-18 | |
| 2021-12-31 | $254,496 | 800 | Put | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||