Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$301,260
+$25,527 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,484
of 1,973 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $2,844,598 across 6 Specialty Industrial Machinery names. PH ranks #6 (10.6% of the industry book) .
All Filings in PH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,260 | 308 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $275,733 | 308 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $270,719 | 308 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $223,654 | 295 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $206,048 | 295 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||