Connecticut Wealth Management, LLC

Position in PH — Parker-Hannifin Corp

CIK 1689829 FARMINGTON, CT

Position in PH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,335,133

+$57,626 QoQ

Shares Held

1,365

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#902

of 1,972 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. PH ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	94,662	$6,777,799
2	GEV	GE Vernova Inc.	1,979	$2,325,047
3	CMI	Cummins Inc	2,814	$2,006,972
4	ROK	Rockwell Automation, Inc	3,516	$1,740,701
5	PH	Parker-Hannifin Corp This page	1,365	$1,335,133
6	ITW	Illinois Tool Works Inc	3,898	$1,054,292
7	AME	Ametek Inc/	4,119	$996,550
8	EMR	Emerson Electric Co	4,728	$676,813

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,335,133	1,365	-4.3%	Shares	Sole	2026-07-29
2026-03-31	$1,277,507	1,427	+4.5%	Shares	Sole	2026-05-01
2025-12-31	$1,199,780	1,365	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,034,874	1,365	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$963,190	1,379	0.0%	Shares	Sole	2025-08-14
2025-03-31	$838,225	1,379	-2.2%	Shares	Sole	2025-05-15
2024-12-31	$896,802	1,410	+0.9%	Shares	Sole	2025-02-18
2024-09-30	$882,652	1,397	-0.8%	Shares	Sole	2024-11-13
2024-06-30	$712,180	1,408	-41.3%	Shares	Sole	2024-08-13
2024-03-31	$1,333,896	2,400	-1.5%	Shares	Sole	2024-05-01
2023-12-31	$1,122,725	2,437	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.