Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,496
+$1,906 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,842
of 1,973 holders
Holding Since
Sep 2021
19 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, 2026Mascoma Wealth Management LLC holds $560,041 across 11 Specialty Industrial Machinery names. PH ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
296 | $126,131 | |
| 2 | EMR |
Emerson Electric Co
|
727 | $104,070 | |
| 3 | GEV |
GE Vernova Inc.
|
88 | $103,387 | |
| 4 | XYL |
Xylem Inc.
|
800 | $94,568 | |
| 5 | ITW |
Illinois Tool Works Inc
|
210 | $56,798 | |
| 6 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 7 | PH |
Parker-Hannifin Corp
This page
|
23 | $22,496 | |
| 8 | OTIS |
Otis Worldwide Corp
|
250 | $17,900 |
All Filings in PH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,496 | 23 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,590 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,216 | 23 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,437 | 23 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,873 | 17 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,196 | 25 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $15,900 | 25 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,740 | 17 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,598 | 17 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,448 | 17 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,831 | 17 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,621 | 17 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,630 | 17 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,713 | 17 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,947 | 17 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,119 | 17 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $4,182 | 17 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,823 | 17 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $4,194 | 15 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||