Position in PH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,144,039
+$1,146,742 QoQ
Shares Held
2,192
+96.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#769
of 1,942 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $37,678,594 across 24 Specialty Industrial Machinery names. PH ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
10,342 | $12,150,402 | |
| 2 | CMI |
Cummins Inc
|
5,099 | $3,636,657 | |
| 3 | ETN |
Eaton Corp plc
|
5,537 | $2,359,426 | |
| 4 | EMR |
Emerson Electric Co
|
16,079 | $2,301,708 | |
| 5 | PH |
Parker-Hannifin Corp
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|
2,192 | $2,144,039 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,764 | $2,099,929 | |
| 7 | AME |
Ametek Inc/
|
5,916 | $1,431,317 | |
| 8 | MIDD |
MIDDLEBY Corp
|
5,820 | $1,244,365 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,039 | 2,192 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $997,297 | 1,114 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $777,879 | 885 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $457,164 | 603 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $428,162 | 613 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $345,866 | 569 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $344,728 | 542 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $374,669 | 593 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $243,294 | 481 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $251,217 | 452 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||