Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$466,563
+$41,324 QoQ
Shares Held
477
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,280
of 1,971 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WestHill Financial Advisors, Inc. holds $885,988 across 2 Specialty Industrial Machinery names. PH ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
477 | $466,563 | |
| 2 | GEV |
GE Vernova Inc.
|
357 | $419,425 |
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,563 | 477 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $425,239 | 475 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $417,506 | 475 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $328,278 | 433 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $302,437 | 433 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $263,199 | 433 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $275,400 | 433 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $273,578 | 433 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||