Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$856,833
+$541,709 QoQ
Shares Held
876
+148.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,060
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. PH ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,105 | $1,298,220 | |
| 2 | EMR |
Emerson Electric Co
|
5,997 | $858,470 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
876 | $856,833 | |
| 4 | ETN |
Eaton Corp plc
|
1,808 | $770,424 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,865 | $504,426 | |
| 6 | DOV |
DOVER Corp
|
1,977 | $443,401 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,723 | $223,258 | |
| 8 | XYL |
Xylem Inc.
|
326 | $38,536 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,833 | 876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $315,124 | 352 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $309,393 | 352 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $266,868 | 352 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $245,861 | 352 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $213,963 | 352 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $225,790 | 355 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $222,400 | 352 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $171,975 | 340 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $188,968 | 340 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $156,638 | 340 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $154,249 | 396 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $154,455 | 396 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $133,099 | 396 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $115,236 | 396 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $95,954 | 396 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $97,435 | 396 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,890 | 56 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $17,814 | 56 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $15,658 | 56 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $17,198 | 56 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,664 | 56 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $15,254 | 56 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,331 | 56 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,263 | 56 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $7,264 | 56 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||