Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,593,612
+$1,908,771 QoQ
Shares Held
3,674
+95.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#641
of 1,942 holders
Holding Since
Jun 2023
12 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, 2026Integrated Wealth Concepts LLC holds $83,545,468 across 56 Specialty Industrial Machinery names. PH ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,149 | $24,847,114 | |
| 2 | ETN |
Eaton Corp plc
|
28,208 | $12,019,992 | |
| 3 | CMI |
Cummins Inc
|
12,425 | $8,861,634 | |
| 4 | ROK |
Rockwell Automation, Inc
|
16,533 | $8,185,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
21,176 | $5,727,472 | |
| 6 | PH |
Parker-Hannifin Corp
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|
3,674 | $3,593,612 | |
| 7 | EMR |
Emerson Electric Co
|
21,846 | $3,127,254 | |
| 8 | AME |
Ametek Inc/
|
8,308 | $2,010,037 |
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,593,612 | 3,674 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,684,841 | 1,882 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,183,472 | 1,561 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,007,193 | 1,442 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,013,893 | 1,668 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $878,993 | 1,382 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $856,116 | 1,355 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $699,535 | 1,383 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $619,705 | 1,115 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $392,055 | 851 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $390,299 | 1,002 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $246,115 | 631 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||