OneDigital Investment Advisors LLC
Position in PH — Parker-Hannifin Corp
CIK 1690370
OVERLAND PARK, KS
Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,140,487
+$181,685 QoQ
Shares Held
1,166
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#970
of 1,976 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 Jun 30, 2026OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. PH ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,695 | $7,865,687 | |
| 2 | CMI |
Cummins Inc
|
5,573 | $3,974,719 | |
| 3 | ETN |
Eaton Corp plc
|
6,123 | $2,609,132 | |
| 4 | ROK |
Rockwell Automation, Inc
|
4,189 | $2,073,890 | |
| 5 | EMR |
Emerson Electric Co
|
13,951 | $1,997,085 | |
| 6 | WTS |
Watts Water Technologies Inc
|
5,038 | $1,972,125 | |
| 7 | PH |
Parker-Hannifin Corp
This page
|
1,166 | $1,140,487 | |
| 8 | DCI |
DONALDSON Co INC
|
10,236 | $918,885 |
All Filings in PH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,140,487 | 1,166 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||