Bogart Wealth, LLC

Position in PH — Parker-Hannifin Corp

CIK 1715740 MCLEAN, VA

Position in PH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,066,300

+$6,011,691 QoQ

Shares Held

6,202

+10067.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#124

of 756 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bogart Wealth, LLC holds $32,514,753 across 37 Specialty Industrial Machinery names. PH ranks #4 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	77,083	$11,034,431
2	GEV	GE Vernova Inc.	5,898	$6,929,324
3	AME	Ametek Inc/	26,148	$6,326,247
4	PH	Parker-Hannifin Corp This page	6,202	$6,066,300
5	ETN	Eaton Corp plc	2,383	$1,015,443
6	CMI	Cummins Inc	907	$646,881
7	RR	Richtech Robotics Inc.	72,487	$152,947
8	ITW	Illinois Tool Works Inc	310	$83,845

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,066,300	6,202	+10067.2%	Shares	Sole	2026-07-24
2026-03-31	$54,609	61	+15.1%	Shares	Sole	2026-04-28
2025-12-31	$46,584	53	+130.4%	Shares	Sole	2026-01-30
2025-09-30	$17,437	23	+21.1%	Shares	Sole	2025-10-27
2025-06-30	$13,270	19	-9.5%	Shares	Sole	2025-07-30
2025-03-31	$12,764	21	+61.5%	Shares	Sole	2025-05-02
2024-12-31	$8,268	13	+116.7%	Shares	Sole	2025-01-30
2024-06-30	$3,034	6	+20.0%	Shares	Sole	2024-07-31
2023-12-31	$2,303	5	-80.0%	Shares	Sole	2024-02-07
2022-09-30	$6,057	25	+56.2%	Shares	Sole	2022-11-03
2022-06-30	$3,936	16	0.0%	Shares	Sole	2022-07-22
2022-03-31	$4,540	16	0.0%	Shares	Sole	2022-04-22
2021-12-31	$5,089	16	0.0%	Shares	Sole	2022-01-19
2021-09-30	$4,473	16	0.0%	Shares	Sole	2021-10-15
2021-06-30	$4,913	16	0.0%	Shares	Sole	2021-08-06
2021-03-31	$5,046	16	—	Shares	Sole	2021-04-16
No filing history on record for this holder in this stock.