Foundations Investment Advisors, LLC
EndowmentPosition in PH — Parker-Hannifin Corp
CIK 1743404
PHOENIX, AZ
Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$390,269
+$36,650 QoQ
Shares Held
399
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,374
of 1,972 holders
Holding Since
Sep 2022
16 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, 2026Foundations Investment Advisors, LLC holds $36,425,546 across 13 Specialty Industrial Machinery names. PH ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
134,066 | $19,191,547 | |
| 2 | GEV |
GE Vernova Inc.
|
4,624 | $5,432,552 | |
| 3 | CMI |
Cummins Inc
|
6,240 | $4,450,430 | |
| 4 | ETN |
Eaton Corp plc
|
5,270 | $2,245,652 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,884 | $1,922,890 | |
| 6 | NDSN |
Nordson Corp
|
1,818 | $548,472 | |
| 7 | SMR |
NUSCALE POWER Corp
|
51,067 | $512,202 | |
| 8 | IR |
Ingersoll Rand Inc.
|
6,087 | $499,073 |
All Filings in PH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,269 | 399 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $353,619 | 395 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $343,673 | 391 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $266,110 | 351 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,039,322 | 1,488 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $897,185 | 1,476 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $963,585 | 1,515 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $936,357 | 1,482 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $725,331 | 1,434 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $789,777 | 1,421 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $658,801 | 1,430 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $855,385 | 2,196 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,172,850 | 3,007 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $404,004 | 1,202 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $347,163 | 1,193 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $300,222 | 1,239 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||