Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,540
+$13,379 QoQ
Shares Held
21
+162.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,846
of 1,971 holders
Holding Since
Sep 2020
17 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, 2026Crewe Advisors LLC holds $2,130,377 across 24 Specialty Industrial Machinery names. PH ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
558 | $655,571 | |
| 2 | CMI |
Cummins Inc
|
676 | $482,129 | |
| 3 | ETN |
Eaton Corp plc
|
610 | $259,933 | |
| 4 | MIDD |
MIDDLEBY Corp
|
883 | $122,127 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,638 | $117,280 | |
| 6 | NDSN |
Nordson Corp
|
285 | $85,981 | |
| 7 | SYM |
Symbotic Inc.
|
1,900 | $85,405 | |
| 8 | ITW |
Illinois Tool Works Inc
|
305 | $82,493 |
All Filings in PH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,540 | 21 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,161 | 8 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $878 | 1 | Shares | Sole | 2026-01-16 | |
| 2025-03-31 | $1,823 | 3 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $42,963 | 68 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,395 | 68 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $37,793 | 68 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $1,170 | 3 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $72,263 | 215 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $62,565 | 215 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $33,923 | 140 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,065 | 110 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $3,635 | 13 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,992 | 13 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,100 | 13 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $3,541 | 13 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,630 | 13 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||