Position in PH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$41,502,430
+$3,845,148 QoQ
Shares Held
46,359
+8.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6061390452770767.ToString("F0")%
Shared 0.ToString("F0")%
None 99.39386095472292.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Sep 30, 2020CallValue
$40,468
CallShares
200
PutValue
$0
PutShares
0
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 Mar 31, 2026Creative Planning holds $593,087,822 across 50 Specialty Industrial Machinery names. PH ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
This page
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,502,430 | 46,359 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $37,657,282 | 42,843 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,842,300 | 38,043 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,124,663 | 35,971 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,507,468 | 37,028 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,799,138 | 29,557 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,692,855 | 28,003 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $12,893,087 | 25,490 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $14,050,926 | 25,281 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,377,728 | 22,526 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,205,627 | 21,066 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $8,339,444 | 21,381 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,214,673 | 18,490 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,240,619 | 18,009 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,921,787 | 16,185 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,538,146 | 18,444 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,322,799 | 15,234 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,963,457 | 12,459 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,875,812 | 13,861 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,970,010 | 12,927 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,379,974 | 17,056 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,612,446 | 16,932 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,268,600 | 16,154 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $40,468 | 200 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $2,906,662 | 15,860 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,048,436 | 15,790 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||