Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,883,030
+$670,065 QoQ
Shares Held
7,037
+1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#509
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. PH ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,840 | $8,036,042 | |
| 2 | PH |
Parker-Hannifin Corp
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|
7,037 | $6,883,030 | |
| 3 | ETN |
Eaton Corp plc
|
10,814 | $4,608,061 | |
| 4 | HURC |
Hurco Companies Inc
|
200,068 | $4,581,557 | |
| 5 | TWIN |
Twin Disc Inc
|
120,357 | $2,792,282 | |
| 6 | CMI |
Cummins Inc
|
3,638 | $2,594,657 | |
| 7 | OTIS |
Otis Worldwide Corp
|
26,109 | $1,869,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
9,874 | $1,431,730 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,883,030 | 7,037 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,212,965 | 6,940 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,658,122 | 7,575 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,095,526 | 6,721 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,709,783 | 6,743 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,887,808 | 6,396 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,917,944 | 6,160 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,495,860 | 5,533 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,941,298 | 3,838 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,188,145 | 3,937 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,842,800 | 4,000 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,569,376 | 4,029 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,653,442 | 6,803 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,377,714 | 4,099 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $772 | 4,359 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $262,421 | 1,083 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $214,555 | 872 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $115,206 | 406 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $126,611 | 398 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $130,302 | 466 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $105,952 | 345 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $91,474 | 290 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $172,435 | 633 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $131,925 | 652 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $202,513 | 1,105 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $144,130 | 1,111 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||