Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,036,807
+$163,053 QoQ
Shares Held
1,060
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,003
of 1,972 holders
Holding Since
Dec 2022
15 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $61,305,235 across 18 Specialty Industrial Machinery names. PH ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
20,883 | $14,893,964 | |
| 2 | ETN |
Eaton Corp plc
|
21,576 | $9,193,965 | |
| 3 | WTS |
Watts Water Technologies Inc
|
20,815 | $8,148,031 | |
| 4 | GEV |
GE Vernova Inc.
|
5,725 | $6,726,073 | |
| 5 | AOS |
Smith A O Corp
|
92,610 | $5,808,499 | |
| 6 | ITW |
Illinois Tool Works Inc
|
13,185 | $3,566,146 | |
| 7 | JBTM |
JBT MAREL Corp
|
18,837 | $2,731,365 | |
| 8 | SXI |
Standex International Corp/De/
|
6,763 | $2,418,922 |
All Filings in PH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,807 | 1,060 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $873,754 | 976 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $928,181 | 1,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $685,367 | 904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $627,226 | 898 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $701,458 | 1,154 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $690,728 | 1,086 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $646,351 | 1,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $452,194 | 894 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $414,063 | 745 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $343,221 | 745 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $379,782 | 975 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $258,986 | 664 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $324,010 | 964 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $274,413 | 943 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||