Position in PH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,230,938
+$1,598,125 QoQ
Shares Held
2,492
+175.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Phoenix Financial Ltd. holds $187,199,024 across 18 Specialty Industrial Machinery names. PH ranks #3 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,321,566 | $173,151,577 | |
| 2 | GEV |
GE Vernova Inc.
|
5,166 | $4,509,401 | |
| 3 | PH |
Parker-Hannifin Corp
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|
2,492 | $2,230,938 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,636 | $2,022,647 | |
| 5 | CMI |
Cummins Inc
|
1,366 | $734,935 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,638 | $686,645 | |
| 7 | XYL |
Xylem Inc.
|
4,749 | $567,505 | |
| 8 | NDSN |
Nordson Corp
|
1,636 | $435,274 |
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,230,938 | 2,492 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $632,813 | 906 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $626,085 | 1,030 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $641,754 | 1,009 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $221,768 | 351 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||