Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,459,355
+$334,934 QoQ
Shares Held
1,492
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#870
of 1,973 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. PH ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,057 | $9,465,847 | |
| 2 | ETN |
Eaton Corp plc
|
12,128 | $5,167,983 | |
| 3 | CMI |
Cummins Inc
|
6,837 | $4,876,216 | |
| 4 | AME |
Ametek Inc/
|
14,875 | $3,598,857 | |
| 5 | EMR |
Emerson Electric Co
|
22,813 | $3,265,680 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,180 | $1,574,354 | |
| 7 | PH |
Parker-Hannifin Corp
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|
1,492 | $1,459,355 | |
| 8 | SYM |
Symbotic Inc.
|
27,569 | $1,239,226 |
All Filings in PH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,459,355 | 1,492 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,124,421 | 1,256 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,036,293 | 1,179 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $870,356 | 1,148 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $731,298 | 1,047 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $484,456 | 797 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $512,004 | 805 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $467,546 | 740 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $360,642 | 713 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $370,156 | 666 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $246,474 | 535 | Shares | Sole | 2024-01-29 | |
| 2020-12-31 | $74,640 | 274 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||