Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,164,579
+$144,918 QoQ
Shares Held
2,213
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#775
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Monte Financial Group, LLC holds $10,114,505 across 5 Specialty Industrial Machinery names. PH ranks #2 (21.4% of the industry book) .
All Filings in PH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,164,579 | 2,213 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,019,661 | 2,256 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,204,431 | 2,508 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,904,472 | 2,512 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,876,788 | 2,687 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,633,292 | 2,687 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,375,732 | 2,163 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,393,163 | 2,205 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,275,147 | 2,521 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,404,481 | 2,527 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,320,826 | 2,867 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,222,703 | 3,139 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,383,081 | 3,546 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,184,115 | 3,523 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,008,897 | 3,467 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $787,992 | 3,252 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $872,001 | 3,544 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $971,878 | 3,425 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,096,559 | 3,447 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $921,907 | 3,297 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $976,302 | 3,179 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $933,672 | 2,960 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $729,513 | 2,678 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $628,063 | 3,104 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $559,889 | 3,055 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $345,081 | 2,660 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||