Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,206,021
+$140,686 QoQ
Shares Held
1,233
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#293
of 756 holders
Holding Since
Mar 2020
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, 2026Valeo Financial Advisors, LLC holds $23,872,183 across 12 Specialty Industrial Machinery names. PH ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,610 | $6,853,948 | |
| 2 | GEV |
GE Vernova Inc.
|
5,496 | $6,457,030 | |
| 3 | ETN |
Eaton Corp plc
|
9,793 | $4,172,993 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,650 | $1,798,625 | |
| 5 | EMR |
Emerson Electric Co
|
9,488 | $1,358,207 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
1,233 | $1,206,021 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,097 | $1,038,182 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,357 | $311,961 |
All Filings in PH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,206,021 | 1,233 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,065,335 | 1,190 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,830,873 | 2,083 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,500,378 | 1,979 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,280,295 | 1,833 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,105,071 | 1,818 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,048,813 | 1,649 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,063,984 | 1,684 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $851,784 | 1,684 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $919,276 | 1,654 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $746,334 | 1,620 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $549,612 | 1,411 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $481,309 | 1,234 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $331,740 | 987 | Shares | Sole | 2023-04-17 | |
| 2021-03-31 | $60,877 | 193 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $48,488 | 178 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,486 | 37 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $20,342 | 111 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,243 | 25 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||