Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$20,064,175
+$2,105,661 QoQ
Shares Held
20,513
+2.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#320
of 1,972 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026United Asset Strategies, Inc. holds $40,821,767 across 9 Specialty Industrial Machinery names. PH ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
20,513 | $20,064,175 | |
| 2 | ETN |
Eaton Corp plc
|
32,660 | $13,917,079 | |
| 3 | ITW |
Illinois Tool Works Inc
|
10,051 | $2,718,493 | |
| 4 | EMR |
Emerson Electric Co
|
6,971 | $997,898 | |
| 5 | NDSN |
Nordson Corp
|
3,235 | $975,967 | |
| 6 | PNR |
PENTAIR plc
|
10,010 | $767,366 | |
| 7 | AOS |
Smith A O Corp
|
11,424 | $716,513 | |
| 8 | GEV |
GE Vernova Inc.
|
321 | $377,130 |
All Filings in PH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,064,175 | 20,513 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $17,958,514 | 20,060 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $20,458,672 | 23,276 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,792,264 | 23,468 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,481,796 | 23,597 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,285,082 | 23,501 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,778,157 | 23,235 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,701,819 | 23,269 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $11,635,147 | 23,003 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $12,620,879 | 22,708 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,235,371 | 22,217 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,528,150 | 21,894 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $1,328,787 | 4,177 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,071,503 | 3,832 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $915,187 | 2,980 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||