Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$200,739,567
-$152,685,070 QoQ
Shares Held
205,230
-48.0% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#80
of 1,972 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $672,595,036 across 29 Specialty Industrial Machinery names. PH ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
205,230 | $200,739,567 | |
| 2 | GEV |
GE Vernova Inc.
|
103,816 | $121,969,265 | |
| 3 | CMI |
Cummins Inc
|
125,381 | $89,422,983 | |
| 4 | ETN |
Eaton Corp plc
|
160,889 | $68,558,020 | |
| 5 | GNRC |
Generac Holdings Inc.
|
144,449 | $42,296,111 | |
| 6 | EMR |
Emerson Electric Co
|
287,663 | $41,178,958 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,086 | $25,988,380 | |
| 8 | ROK |
Rockwell Automation, Inc
|
32,561 | $16,120,299 |
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,739,567 | 205,230 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $353,424,637 | 394,782 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $194,258,949 | 221,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,246,397 | 13,515 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,552,275 | 13,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,343,956 | 13,727 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $9,022,085 | 14,185 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $4,070,816 | 6,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,131,948 | 10,146 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,307,218 | 2,352 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $244,171 | 530 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||