Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,016,266
+$762,018 QoQ
Shares Held
1,039
+265.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,011
of 1,971 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $63,482,408 across 12 Specialty Industrial Machinery names. PH ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
68,051 | $27,738,308 | |
| 2 | GEV |
GE Vernova Inc.
|
11,525 | $13,540,261 | |
| 3 | EMR |
Emerson Electric Co
|
32,706 | $4,681,863 | |
| 4 | ITW |
Illinois Tool Works Inc
|
17,233 | $4,661,008 | |
| 5 | ITT |
Itt Inc.
|
21,000 | $4,152,960 | |
| 6 | CMI |
Cummins Inc
|
3,394 | $2,420,634 | |
| 7 | AME |
Ametek Inc/
|
7,237 | $1,750,919 | |
| 8 | ROK |
Rockwell Automation, Inc
|
3,276 | $1,621,881 |
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,266 | 1,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $254,248 | 284 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $288,298 | 328 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $518,574 | 684 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,844 | 624 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||