Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,740,330
+$245,314 QoQ
Shares Held
3,824
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#638
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026River Wealth Advisors LLC holds $22,052,786 across 7 Specialty Industrial Machinery names. PH ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
37,334 | $15,908,764 | |
| 2 | PH |
Parker-Hannifin Corp
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|
3,824 | $3,740,330 | |
| 3 | IR |
Ingersoll Rand Inc.
|
9,460 | $775,625 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,786 | $753,529 | |
| 5 | CMI |
Cummins Inc
|
585 | $417,227 | |
| 6 | EMR |
Emerson Electric Co
|
1,611 | $230,614 | |
| 7 | AME |
Ametek Inc/
|
937 | $226,697 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,740,330 | 3,824 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,495,016 | 3,904 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,515,840 | 4,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,174,374 | 4,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,935,669 | 4,203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,561,479 | 4,214 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,749,557 | 4,323 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,932,908 | 4,642 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,383,376 | 4,712 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,693,358 | 4,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,256,969 | 4,899 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,935,524 | 4,969 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,037,959 | 5,225 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,886,585 | 5,613 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,643,859 | 5,649 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,365,659 | 5,636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,460,306 | 5,935 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,680,426 | 5,922 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,859,093 | 5,844 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,684,710 | 6,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,859,243 | 6,054 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,896,049 | 6,011 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,679,407 | 6,165 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,254,305 | 6,199 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,118,130 | 6,101 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $796,542 | 6,140 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||