Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,980,331
+$279,392 QoQ
Shares Held
3,047
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#700
of 1,973 holders
Holding Since
Dec 2020
23 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, 2026Principle Wealth Partners LLC holds $33,712,553 across 9 Specialty Industrial Machinery names. PH ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,260 | $10,883,584 | |
| 2 | OFLX |
Omega Flex, Inc.
|
192,275 | $6,035,512 | |
| 3 | EMR |
Emerson Electric Co
|
38,925 | $5,572,113 | |
| 4 | GEV |
GE Vernova Inc.
|
2,572 | $3,021,739 | |
| 5 | PH |
Parker-Hannifin Corp
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|
3,047 | $2,980,331 | |
| 6 | ETN |
Eaton Corp plc
|
6,338 | $2,700,748 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,186 | $1,673,127 | |
| 8 | OTIS |
Otis Worldwide Corp
|
9,706 | $694,949 |
All Filings in PH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,980,331 | 3,047 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,700,939 | 3,017 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,651,822 | 3,017 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,378,316 | 3,137 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,208,562 | 3,162 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,753,039 | 2,884 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,834,310 | 2,884 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,822,168 | 2,884 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,458,756 | 2,884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,602,898 | 2,884 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,328,658 | 2,884 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,086,371 | 2,789 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,087,821 | 2,789 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $937,410 | 2,789 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $811,599 | 2,789 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $675,802 | 2,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $676,637 | 2,750 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $780,340 | 2,750 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $874,830 | 2,750 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $768,955 | 2,750 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $844,552 | 2,750 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $867,432 | 2,750 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $749,127 | 2,750 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||