Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$208,339
+$146,631 QoQ
Shares Held
213
+74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,656
of 1,971 holders
Holding Since
Sep 2020
11 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, 2026Gradient Investments LLC holds $94,756,236 across 9 Specialty Industrial Machinery names. PH ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
116,294 | $49,555,199 | |
| 2 | ROK |
Rockwell Automation, Inc
|
43,711 | $21,640,441 | |
| 3 | ITW |
Illinois Tool Works Inc
|
62,088 | $16,792,941 | |
| 4 | DOV |
DOVER Corp
|
13,018 | $2,919,677 | |
| 5 | NDSN |
Nordson Corp
|
7,087 | $2,138,077 | |
| 6 | GTES |
Gates Industrial Corp Ltd.
|
30,828 | $862,259 | |
| 7 | AOS |
Smith A O Corp
|
6,840 | $429,004 | |
| 8 | GEV |
GE Vernova Inc.
|
179 | $210,299 |
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,339 | 213 | Shares | Sole | 2026-07-08 | |
| 2024-06-30 | $61,708 | 122 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,225 | 13 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $123,467 | 268 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $104,391 | 268 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $104,530 | 268 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $85,035 | 253 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $8,480 | 35 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $3,378 | 11 | Shares | Sole | 2021-07-12 | |
| 2020-12-31 | $2,451 | 9 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,821 | 9 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||