Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,755,258
+$658,657 QoQ
Shares Held
5,884
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#557
of 1,979 holders
Holding Since
Mar 2024
10 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, 2026Aptus Capital Advisors, LLC holds $106,778,066 across 18 Specialty Industrial Machinery names. PH ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
16,321 | $19,174,889 | |
| 2 | ETN |
Eaton Corp plc
|
41,085 | $17,507,139 | |
| 3 | CMI |
Cummins Inc
|
22,624 | $16,135,663 | |
| 4 | FLS |
Flowserve Corp
|
180,529 | $13,388,030 | |
| 5 | KAI |
Kadant Inc
|
41,781 | $13,128,843 | |
| 6 | FELE |
Franklin Electric Co Inc
|
70,775 | $7,586,371 | |
| 7 | PH |
Parker-Hannifin Corp
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|
5,884 | $5,755,258 | |
| 8 | DCI |
DONALDSON Co INC
|
54,807 | $4,920,024 |
All Filings in PH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,755,258 | 5,884 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,096,601 | 5,693 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $915,876 | 1,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $711,144 | 938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $612,558 | 877 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $534,907 | 880 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $456,668 | 718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $410,050 | 649 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $312,590 | 618 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $310,685 | 559 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||