Position in PH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,883,859
+$159,627 QoQ
Shares Held
1,926
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#816
of 1,973 holders
Holding Since
Mar 2020
20 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, 2026Ascent Wealth Partners, LLC holds $50,398,002 across 8 Specialty Industrial Machinery names. PH ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
18,518 | $13,207,222 | |
| 2 | GEV |
GE Vernova Inc.
|
10,652 | $12,514,608 | |
| 3 | ITW |
Illinois Tool Works Inc
|
28,051 | $7,586,953 | |
| 4 | ROK |
Rockwell Automation, Inc
|
15,133 | $7,492,045 | |
| 5 | ETN |
Eaton Corp plc
|
15,907 | $6,778,290 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
1,926 | $1,883,859 | |
| 7 | OTIS |
Otis Worldwide Corp
|
10,158 | $727,312 | |
| 8 | SYM |
Symbotic Inc.
|
4,621 | $207,713 |
All Filings in PH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883,859 | 1,926 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,724,232 | 1,926 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,676,176 | 1,907 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,445,792 | 1,907 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,331,982 | 1,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,253,299 | 3,707 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,216,089 | 1,912 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,011,620 | 2,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,164,380 | 2,095 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $965,166 | 2,095 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $816,044 | 2,095 | Shares | Sole | 2023-10-20 | |
| 2022-06-30 | $513,014 | 2,085 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $591,639 | 2,085 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $588,040 | 2,103 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $640,324 | 2,085 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $657,671 | 2,085 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $567,974 | 2,085 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $421,878 | 2,085 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $382,117 | 2,085 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $270,487 | 2,085 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||