Position in PH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$537,966
+$41,108 QoQ
Shares Held
550
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,233
of 1,972 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. PH ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
190,231 | $27,231,567 | |
| 2 | DOV |
DOVER Corp
|
87,646 | $19,657,244 | |
| 3 | OTIS |
Otis Worldwide Corp
|
60,554 | $4,335,666 | |
| 4 | GEV |
GE Vernova Inc.
|
2,279 | $2,677,505 | |
| 5 | ETN |
Eaton Corp plc
|
4,099 | $1,746,665 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,274 | $1,696,928 | |
| 7 | CMI |
Cummins Inc
|
2,142 | $1,527,695 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,303 | $645,089 |
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,966 | 550 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $496,858 | 555 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $427,174 | 486 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $341,925 | 451 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $318,502 | 456 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $319,729 | 526 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $337,731 | 531 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $288,109 | 456 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $244,812 | 484 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $238,989 | 430 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $208,281 | 534 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $532,214 | 1,673 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||