Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,433,451
-$8,709 QoQ
Shares Held
5,555
-8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#565
of 1,972 holders
Holding Since
Jun 2023
13 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, 2026Merit Financial Group, LLC holds $98,431,513 across 28 Specialty Industrial Machinery names. PH ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,386 | $21,600,970 | |
| 2 | CMI |
Cummins Inc
|
23,648 | $16,865,985 | |
| 3 | ETN |
Eaton Corp plc
|
37,080 | $15,800,525 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,725 | $11,014,886 | |
| 5 | PH |
Parker-Hannifin Corp
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|
5,555 | $5,433,451 | |
| 6 | EMR |
Emerson Electric Co
|
31,001 | $4,437,787 | |
| 7 | NDSN |
Nordson Corp
|
8,945 | $2,698,613 | |
| 8 | OTIS |
Otis Worldwide Corp
|
36,367 | $2,603,875 |
All Filings in PH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,433,451 | 5,555 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $5,442,160 | 6,079 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,519,352 | 4,004 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,837,752 | 3,743 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,860,234 | 4,095 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,506,773 | 4,124 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,254,090 | 3,544 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,255,426 | 1,987 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,358,605 | 2,686 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,466,174 | 2,638 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $562,054 | 1,220 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $371,212 | 953 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $306,571 | 786 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||