Summit Trail Advisors, LLC

Position in PH — Parker-Hannifin Corp

CIK 1698478 NEW YORK, NY

Position in PH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,241,383

+$247,752 QoQ

Shares Held

6,381

-4.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#535

of 1,973 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $93,736,679 across 27 Specialty Industrial Machinery names. PH ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	10,437	$12,262,013
2	ETN	Eaton Corp plc	16,531	$7,044,189
3	CMI	Cummins Inc	8,928	$6,367,538
4	PH	Parker-Hannifin Corp This page	6,381	$6,241,383
5	EMR	Emerson Electric Co	33,630	$4,814,134
6	ITW	Illinois Tool Works Inc	15,940	$4,311,291
7	FLS	Flowserve Corp	50,517	$3,746,340
8	DCI	DONALDSON Co INC	41,055	$3,685,507

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,241,383	6,381	-4.7%	Shares	Sole	2026-08-11
2026-03-31	$5,993,631	6,695	+40.1%	Shares	Sole	2026-05-12
2025-12-31	$4,201,428	4,780	-11.4%	Shares	Sole	2026-02-17
2025-09-30	$4,092,493	5,398	+65.1%	Shares	Sole	2025-11-14
2025-06-30	$2,283,298	3,269	+116.1%	Shares	Sole	2025-08-14
2024-09-30	$955,943	1,513	-6.8%	Shares	Sole	2024-11-12
2024-06-30	$821,435	1,624	-13.9%	Shares	Sole	2024-08-13
2024-03-31	$1,048,775	1,887	+13.2%	Shares	Sole	2024-04-23
2023-12-31	$767,986	1,667	+31.8%	Shares	Sole	2024-02-06
2023-09-30	$492,742	1,265	+5.7%	Shares	Sole	2023-10-30
2023-06-30	$466,877	1,197	+20.3%	Shares	Sole	2023-07-25
2023-03-31	$334,429	995	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.