Position in PH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$353,424,637
+$159,165,688 QoQ
Shares Held
394,782
+78.6% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 44.76278660281271.ToString("F0")%
Shared 0.ToString("F0")%
None 55.23721339718729.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $771,684,564 across 32 Specialty Industrial Machinery names. PH ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
394,782 | $353,424,637 | |
| 2 | GEV |
GE Vernova Inc.
|
106,736 | $93,169,854 | |
| 3 | CMI |
Cummins Inc
|
149,935 | $80,668,028 | |
| 4 | ETN |
Eaton Corp plc
|
166,230 | $59,455,484 | |
| 5 | EMR |
Emerson Electric Co
|
354,800 | $46,485,896 | |
| 6 | GNRC |
Generac Holdings Inc.
|
147,895 | $28,888,330 | |
| 7 | ITW |
Illinois Tool Works Inc
|
85,364 | $22,219,395 | |
| 8 | ROK |
Rockwell Automation, Inc
|
46,060 | $16,530,012 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $9,068,515 | 14,258 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||