Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,008,441
+$677,203 QoQ
Shares Held
1,031
+178.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,015
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. PH ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,441 | 1,031 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $331,238 | 370 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $329,610 | 375 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $436,694 | 576 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $410,001 | 587 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $356,807 | 587 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $377,801 | 594 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $377,196 | 597 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $284,771 | 563 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $405,170 | 729 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||