Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$413,744
+$35,058 QoQ
Shares Held
423
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,337
of 1,973 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Oak Asset Management, LLC holds $2,363,997 across 3 Specialty Industrial Machinery names. PH ranks #3 (17.5% of the industry book) .
All Filings in PH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,744 | 423 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $378,686 | 423 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $371,800 | 423 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $320,697 | 423 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $365,299 | 523 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $348,298 | 573 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $364,445 | 573 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $362,032 | 573 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $289,829 | 573 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $318,467 | 573 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $263,981 | 573 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $223,194 | 573 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $223,492 | 573 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||