Position in PH
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$48,869,361
-$610,813 QoQ
Shares Held
54,588
-3.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $216,998,261 across 28 Specialty Industrial Machinery names. PH ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
164,316 | $58,770,903 | |
| 2 | PH |
Parker-Hannifin Corp
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|
54,588 | $48,869,361 | |
| 3 | XYL |
Xylem Inc.
|
365,274 | $43,650,243 | |
| 4 | GEV |
GE Vernova Inc.
|
29,156 | $25,450,272 | |
| 5 | ITT |
Itt Inc.
|
37,905 | $7,222,039 | |
| 6 | ROK |
Rockwell Automation, Inc
|
13,939 | $5,002,428 | |
| 7 | EMR |
Emerson Electric Co
|
30,680 | $4,019,693 | |
| 8 | CMI |
Cummins Inc
|
6,487 | $3,490,135 |
All Filings in PH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,869,361 | 54,588 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,480,174 | 56,294 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $41,294,914 | 54,468 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $37,512,728 | 53,707 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $30,864,191 | 50,776 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $31,952,239 | 50,237 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $30,732,988 | 48,642 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $23,840,848 | 47,134 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $25,042,785 | 45,058 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,012,932 | 28,246 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,035,816 | 10,361 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,982,308 | 10,210 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,474,369 | 10,337 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,080,817 | 10,587 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $583,724 | 2,409 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $577,479 | 2,347 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,678,410 | 9,439 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,516,647 | 7,911 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,045,699 | 7,316 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,451,966 | 7,984 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,521,862 | 7,995 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,180,642 | 8,005 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,525,238 | 7,538 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,379,106 | 7,525 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $974,012 | 7,508 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||