Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$963,448
+$86,113 QoQ
Shares Held
985
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,027
of 1,968 holders
Holding Since
Dec 2020
23 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, 2026PERSONAL CFO SOLUTIONS, LLC holds $20,414,590 across 15 Specialty Industrial Machinery names. PH ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
59,338 | $11,734,682 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889 | $2,219,310 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
985 | $963,448 | |
| 4 | ETN |
Eaton Corp plc
|
2,161 | $920,845 | |
| 5 | SXI |
Standex International Corp/De/
|
2,227 | $796,531 | |
| 6 | JBTM |
JBT MAREL Corp
|
3,738 | $542,010 | |
| 7 | XYL |
Xylem Inc.
|
4,292 | $507,357 | |
| 8 | CXT |
Crane NXT, Co.
|
9,177 | $469,495 |
All Filings in PH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,448 | 985 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $877,335 | 980 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $958,945 | 1,091 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,003,032 | 1,323 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $961,094 | 1,376 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $849,774 | 1,398 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $915,247 | 1,439 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $960,998 | 1,521 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $768,831 | 1,520 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $848,691 | 1,527 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $703,028 | 1,526 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $609,598 | 1,565 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $605,342 | 1,552 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $507,862 | 1,511 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $492,954 | 1,694 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $385,030 | 1,589 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $390,481 | 1,587 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $451,178 | 1,590 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $498,175 | 1,566 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $384,477 | 1,375 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $408,456 | 1,330 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $440,340 | 1,396 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $320,081 | 1,175 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||