Capital Planning Advisors, LLC

Position in PH — Parker-Hannifin Corp

CIK 1631941 Roseville, CA

Position in PH

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,170,940

+$2,290 QoQ

Shares Held

3,542

-1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $13,382,888 across 6 Specialty Industrial Machinery names. PH ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,817	$5,077,659
2	PH	Parker-Hannifin Corp This page	3,542	$3,170,940
3	ETN	Eaton Corp plc	8,589	$3,072,027
4	ITW	Illinois Tool Works Inc	4,026	$1,047,927
5	DOV	DOVER Corp	3,271	$681,839
6	CMI	Cummins Inc	618	$332,496

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,170,940	3,542	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$3,168,650	3,605	-2.9%	Shares	Sole	2026-02-17
2025-09-30	$2,815,769	3,714	-1.1%	Shares	Sole	2025-11-07
2025-06-30	$2,624,151	3,757	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$2,287,339	3,763	-3.3%	Shares	Sole	2025-05-12
2024-12-31	$2,476,064	3,893	+7.9%	Shares	Sole	2025-01-17
2024-09-30	$2,280,238	3,609	+7.8%	Shares	Sole	2024-11-12
2024-06-30	$1,693,451	3,348	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,860,784	3,348	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$1,552,559	3,370	-0.2%	Shares	Sole	2024-02-12
2023-09-30	$1,315,798	3,378	0.0%	Shares	Sole	2023-10-30
2023-06-30	$1,317,555	3,378	0.0%	Shares	Sole	2023-08-01
2023-03-31	$1,135,379	3,378	-16.8%	Shares	Sole	2023-05-15
2022-12-31	$1,182,042	4,062	0.0%	Shares	Sole	2023-02-10
2022-09-30	$984,263	4,062	0.0%	Shares	Sole	2022-11-14
2022-06-30	$999,455	4,062	-0.1%	Shares	Sole	2022-08-10
2022-03-31	$1,154,335	4,068	-6.4%	Shares	Sole	2022-05-10
2021-12-31	$1,382,867	4,347	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$1,193,977	4,270	0.0%	Shares	Sole	2021-11-09
2021-06-30	$1,311,359	4,270	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$1,344,993	4,264	0.0%	Shares	Sole	2021-04-30
2020-12-31	$1,161,556	4,264	+1.7%	Shares	Sole	2021-02-04
2020-09-30	$848,613	4,194	0.0%	Shares	Sole	2020-11-12
2020-06-30	$768,634	4,194	-7.6%	Shares	Sole	2020-08-06
2020-03-31	$588,974	4,540	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.