Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$961,491
+$106,537 QoQ
Shares Held
983
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,030
of 1,973 holders
Holding Since
Jun 2023
13 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, 2026Legacy Financial Advisors, Inc. holds $7,929,178 across 8 Specialty Industrial Machinery names. PH ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,575 | $3,025,264 | |
| 2 | ETN |
Eaton Corp plc
|
3,047 | $1,298,387 | |
| 3 | DOV |
DOVER Corp
|
4,540 | $1,018,231 | |
| 4 | PH |
Parker-Hannifin Corp
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|
983 | $961,491 | |
| 5 | CMI |
Cummins Inc
|
955 | $681,115 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,220 | $357,228 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | ITW |
Illinois Tool Works Inc
|
942 | $254,782 |
All Filings in PH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,491 | 983 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $854,954 | 955 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $805,127 | 916 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $751,326 | 991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $751,553 | 1,076 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $640,066 | 1,053 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $657,655 | 1,034 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $597,069 | 945 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $422,857 | 836 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $469,086 | 844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $374,088 | 812 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $283,181 | 727 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $252,745 | 648 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||