Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$829,445
+$188,454 QoQ
Shares Held
848
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,071
of 1,972 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $11,187,543 across 11 Specialty Industrial Machinery names. PH ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,758 | $2,680,242 | |
| 2 | GEV |
GE Vernova Inc.
|
1,597 | $1,876,251 | |
| 3 | ETN |
Eaton Corp plc
|
3,032 | $1,291,995 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,559 | $1,233,071 | |
| 5 | EMR |
Emerson Electric Co
|
7,669 | $1,097,816 | |
| 6 | PH |
Parker-Hannifin Corp
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|
848 | $829,445 | |
| 7 | WTS |
Watts Water Technologies Inc
|
2,038 | $797,774 | |
| 8 | CSW |
Csw Industrials, Inc.
|
1,986 | $552,703 |
All Filings in PH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,445 | 848 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $640,991 | 716 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $957,187 | 1,089 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $734,647 | 969 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $642,592 | 920 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $734,889 | 1,209 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $758,783 | 1,193 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $175,645 | 278 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $88,010 | 174 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $5,002 | 9 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $3,685 | 8 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $3,116 | 8 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $1,170 | 3 | Shares | Other | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||