Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,269,026
+$386,438 QoQ
Shares Held
8,454
-4.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#469
of 1,973 holders
Holding Since
Mar 2024
9 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $50,682,505 across 20 Specialty Industrial Machinery names. PH ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
14,962 | $10,671,048 | |
| 2 | ETN |
Eaton Corp plc
|
21,338 | $9,092,548 | |
| 3 | GEV |
GE Vernova Inc.
|
7,713 | $9,061,695 | |
| 4 | PH |
Parker-Hannifin Corp
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|
8,454 | $8,269,026 | |
| 5 | EMR |
Emerson Electric Co
|
25,002 | $3,579,036 | |
| 6 | ROK |
Rockwell Automation, Inc
|
5,777 | $2,860,077 | |
| 7 | NDSN |
Nordson Corp
|
3,809 | $1,149,137 | |
| 8 | ITW |
Illinois Tool Works Inc
|
3,908 | $1,056,996 |
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,269,026 | 8,454 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,882,588 | 8,805 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $913,239 | 1,039 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,041,698 | 1,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $754,347 | 1,080 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $616,359 | 1,014 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $628,397 | 988 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $500,751 | 990 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $548,564 | 987 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||