Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,463,925
+$1,604,632 QoQ
Shares Held
10,698
+8.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#432
of 1,965 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,032,172
PutShares
3,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $171,741,834 across 21 Specialty Industrial Machinery names. PH ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
43,848 | $51,515,260 | |
| 2 | ETN |
Eaton Corp plc
|
108,840 | $46,378,900 | |
| 3 | EMR |
Emerson Electric Co
|
154,770 | $22,155,323 | |
| 4 | CMI |
Cummins Inc
|
16,967 | $12,101,033 | |
| 5 | PH |
Parker-Hannifin Corp
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|
10,698 | $10,463,925 | |
| 6 | ITW |
Illinois Tool Works Inc
|
28,789 | $7,786,559 | |
| 7 | ROK |
Rockwell Automation, Inc
|
8,004 | $3,962,620 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
171,932 | $3,634,642 |
All Filings in PH
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,463,925 | 10,698 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $3,032,172 | 3,100 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $8,859,293 | 9,896 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $2,327,624 | 2,600 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $7,792,858 | 8,866 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $2,109,504 | 2,400 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $1,819,560 | 2,400 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $6,622,438 | 8,735 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,885,869 | 2,700 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $5,686,242 | 8,141 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $850,990 | 1,400 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $4,018,495 | 6,611 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $890,442 | 1,400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $3,995,538 | 6,282 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,816,823 | 6,041 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $821,366 | 1,300 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $657,553 | 1,300 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $2,605,425 | 5,151 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,800,069 | 5,038 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $722,527 | 1,300 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $1,197,820 | 2,600 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,970,413 | 4,277 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,651,564 | 4,240 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $506,376 | 1,300 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $1,676,001 | 4,297 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $507,052 | 1,300 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $1,324,945 | 3,942 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $436,943 | 1,300 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $436,500 | 1,500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $1,400,292 | 4,812 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,394,736 | 5,756 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $363,465 | 1,500 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $369,075 | 1,500 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $1,020,123 | 4,146 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $425,640 | 1,500 | Put | Sole | 2022-05-17 | |
| 2022-03-31 | $1,140,998 | 4,021 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,264,845 | 3,976 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $477,180 | 1,500 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $1,122,674 | 4,015 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $231,868 | 755 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $282,940 | 897 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $256,882 | 943 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||