Capital Asset Advisory Services LLC
Position in PH — Parker-Hannifin Corp
CIK 1666024
Williamston, MI
Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$249,420
+$63,211 QoQ
Shares Held
255
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,585
of 1,972 holders
Holding Since
Dec 2020
3 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, 2026Capital Asset Advisory Services LLC holds $10,687,934 across 10 Specialty Industrial Machinery names. PH ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
28,619 | $4,096,809 | |
| 2 | ETN |
Eaton Corp plc
|
7,164 | $3,052,723 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,937 | $1,454,049 | |
| 4 | GEV |
GE Vernova Inc.
|
409 | $480,517 | |
| 5 | CMI |
Cummins Inc
|
641 | $457,167 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,617 | $437,349 | |
| 7 | NDSN |
Nordson Corp
|
831 | $250,704 | |
| 8 | PH |
Parker-Hannifin Corp
This page
|
255 | $249,420 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,420 | 255 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $186,209 | 208 | Shares | Sole | 2026-04-24 | |
| 2020-12-31 | $2,996 | 11 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||