Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,513,662
+$309,632 QoQ
Shares Held
5,637
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#564
of 1,972 holders
Holding Since
Sep 2020
24 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, 2026Strategic Advisors LLC holds $14,592,860 across 6 Specialty Industrial Machinery names. PH ranks #2 (37.8% of the industry book) .
All Filings in PH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,513,662 | 5,637 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,204,030 | 5,813 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,194,653 | 5,910 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,536,769 | 5,984 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,078,366 | 5,839 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,961,358 | 6,517 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,079,496 | 6,414 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,086,611 | 6,468 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,384,374 | 6,691 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,824,946 | 6,882 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,209,236 | 6,966 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,712,227 | 6,963 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,332,439 | 5,980 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,094,973 | 6,233 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,044,566 | 7,026 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,725,004 | 7,119 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,865,797 | 7,583 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,249,081 | 7,926 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,735,195 | 8,598 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,444,158 | 8,741 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,598,457 | 8,461 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,605,451 | 8,260 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,217,417 | 8,140 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,449,563 | 7,164 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||