Segment Wealth Management, LLC

Position in PH — Parker-Hannifin Corp

CIK 1575581 HOUSTON, TX

Position in PH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$27,087,077

+$2,273,710 QoQ

Shares Held

27,693

-0.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#281

of 1,972 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Segment Wealth Management, LLC holds $103,098,115 across 8 Specialty Industrial Machinery names. PH ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	59,538	$69,948,814
2	PH	Parker-Hannifin Corp This page	27,693	$27,087,077
3	CMI	Cummins Inc	2,747	$1,959,187
4	EMR	Emerson Electric Co	7,984	$1,142,909
5	ITW	Illinois Tool Works Inc	4,000	$1,081,880
6	IEX	Idex Corp /De/	3,221	$731,005
7	AME	Ametek Inc/	2,423	$586,220
8	GNRC	Generac Holdings Inc.	1,916	$561,023

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,087,077	27,693	-0.1%	Shares	Sole	2026-07-16
2026-03-31	$24,813,367	27,717	-1.0%	Shares	Sole	2026-04-20
2025-12-31	$24,617,032	28,007	-0.7%	Shares	Sole	2026-01-29
2025-09-30	$21,378,313	28,198	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$19,610,243	28,076	-0.9%	Shares	Sole	2025-07-21
2025-03-31	$17,229,508	28,345	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$18,000,921	28,302	+0.2%	Shares	Sole	2025-01-17
2024-09-30	$17,849,546	28,251	-0.1%	Shares	Sole	2024-10-22
2024-06-30	$14,310,376	28,292	+1.7%	Shares	Sole	2024-07-23
2024-03-31	$15,462,077	27,820	+4.0%	Shares	Sole	2024-04-24
2023-12-31	$12,328,332	26,760	+3.5%	Shares	Sole	2024-01-26
2023-09-30	$10,067,533	25,846	—	Shares	Sole	2023-10-25
No filing history on record for this holder in this stock.