Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,242,206
+$118,688 QoQ
Shares Held
1,270
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#257
of 691 holders
Holding Since
Dec 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, 2026EverSource Wealth Advisors, LLC holds $22,340,279 across 55 Specialty Industrial Machinery names. PH ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
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|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in PH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,242,206 | 1,270 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,123,518 | 1,255 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,037,168 | 1,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $862,771 | 1,138 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $775,997 | 1,111 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $541,590 | 891 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $435,042 | 684 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $269,153 | 426 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $203,333 | 402 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $215,644 | 388 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $197,177 | 428 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $160,480 | 412 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $170,446 | 437 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $154,610 | 460 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $152,775 | 525 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $138,115 | 570 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $218,245 | 887 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $333,132 | 1,174 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $306,349 | 963 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||