Position in PH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,069,490
+$684,656 QoQ
Shares Held
8,250
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#474
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Belpointe Asset Management LLC holds $21,260,308 across 11 Specialty Industrial Machinery names. PH ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
8,250 | $8,069,490 | |
| 2 | ETN |
Eaton Corp plc
|
12,801 | $5,454,762 | |
| 3 | GEV |
GE Vernova Inc.
|
1,728 | $2,030,158 | |
| 4 | CMI |
Cummins Inc
|
2,366 | $1,687,454 | |
| 5 | ITW |
Illinois Tool Works Inc
|
3,585 | $969,634 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,592 | $788,167 | |
| 7 | PSIX |
Power Solutions International, Inc.
|
18,795 | $730,937 | |
| 8 | NPO |
Enpro Inc.
|
1,235 | $465,508 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,069,490 | 8,250 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $7,384,834 | 8,249 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $6,754,807 | 7,685 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,846,094 | 7,711 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,384,505 | 7,709 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,728,465 | 7,779 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $4,981,386 | 7,832 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,953,468 | 7,840 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,970,102 | 7,849 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,560,256 | 8,205 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,902,589 | 8,471 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,011,768 | 7,732 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,340,302 | 8,564 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,811,224 | 8,364 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,391,438 | 8,218 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,976,038 | 8,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,954,621 | 7,944 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,072,299 | 7,303 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,925,749 | 9,197 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,987,538 | 7,108 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,174,338 | 7,080 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,892,808 | 9,171 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,648,097 | 9,721 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,931,335 | 9,545 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,747,479 | 9,535 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $891,504 | 6,872 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||