Position in PH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,045,610
-$28,677 QoQ
Shares Held
1,069
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,000
of 1,973 holders
Holding Since
Mar 2024
10 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, 2026CreativeOne Wealth, LLC holds $16,045,048 across 14 Specialty Industrial Machinery names. PH ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,342 | $6,276,102 | |
| 2 | CMI |
Cummins Inc
|
2,144 | $1,529,122 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,550 | $1,501,108 | |
| 4 | AOS |
Smith A O Corp
|
20,730 | $1,300,184 | |
| 5 | ETN |
Eaton Corp plc
|
3,026 | $1,289,438 | |
| 6 | PH |
Parker-Hannifin Corp
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|
1,069 | $1,045,610 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,255 | $621,325 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
27,120 | $573,316 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,610 | 1,069 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,074,287 | 1,200 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,021,351 | 1,162 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $943,138 | 1,244 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $968,078 | 1,386 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $733,674 | 1,207 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $710,445 | 1,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $609,706 | 965 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $393,520 | 778 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $342,366 | 616 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||