OneDigital Investment Advisors LLC
Position in PH — Parker-Hannifin Corp
CIK 1690370
OVERLAND PARK, KS
Position in PH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$958,802
-$169,782 QoQ
Shares Held
1,071
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.6535947712418301.ToString("F0")%
Shared 0.ToString("F0")%
None 99.34640522875817.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Dec 31, 2020CallValue
$54,482
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $22,213,653 across 22 Specialty Industrial Machinery names. PH ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,272 | $5,474,828 | |
| 2 | CMI |
Cummins Inc
|
5,124 | $2,756,814 | |
| 3 | ETN |
Eaton Corp plc
|
6,027 | $2,155,677 | |
| 4 | EMR |
Emerson Electric Co
|
16,080 | $2,106,801 | |
| 5 | ROK |
Rockwell Automation, Inc
|
4,040 | $1,449,875 | |
| 6 | WTS |
Watts Water Technologies Inc
|
4,536 | $1,316,755 | |
| 7 | PH |
Parker-Hannifin Corp
This page
|
1,071 | $958,802 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,248 | $845,421 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $958,802 | 1,071 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,128,584 | 1,284 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $915,087 | 1,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $972,968 | 1,393 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $893,539 | 1,470 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,114,317 | 8,041 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,117,742 | 8,100 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,107,149 | 12,074 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,160,664 | 14,683 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,935,198 | 12,883 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,109,537 | 7,983 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,412,007 | 6,184 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $609,703 | 1,814 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $699,855 | 2,405 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $572,578 | 2,363 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $306,578 | 1,246 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $359,807 | 1,268 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $361,384 | 1,136 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $312,055 | 1,116 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $555,868 | 1,810 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $595,846 | 1,889 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $346,505 | 1,272 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $54,482 | 200 | Call | Sole | 2021-02-08 | |
| 2020-09-30 | $257,578 | 1,273 | Shares | Sole | 2020-10-09 | |
| 2020-09-30 | $40,468 | 200 | Call | Sole | 2020-10-09 | |
| 2020-06-30 | $206,728 | 1,128 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||