Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,029,854
+$333,409 QoQ
Shares Held
4,120
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#622
of 1,973 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $41,392,139 across 18 Specialty Industrial Machinery names. PH ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
12,493 | $14,677,525 | |
| 2 | EMR |
Emerson Electric Co
|
31,760 | $4,546,444 | |
| 3 | ETN |
Eaton Corp plc
|
9,562 | $4,074,559 | |
| 4 | PH |
Parker-Hannifin Corp
This page
|
4,120 | $4,029,854 | |
| 5 | NDSN |
Nordson Corp
|
11,723 | $3,536,711 | |
| 6 | ROK |
Rockwell Automation, Inc
|
6,000 | $2,970,480 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,223 | $1,683,134 | |
| 8 | DOV |
DOVER Corp
|
6,095 | $1,366,986 |
All Filings in PH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,029,854 | 4,120 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,696,445 | 4,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,769,859 | 4,289 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,128,126 | 4,126 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,376,403 | 4,834 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,955,974 | 4,863 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,834,785 | 4,457 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,904,476 | 4,597 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,351,004 | 4,648 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,480,068 | 2,663 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,289,499 | 2,799 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,127,660 | 2,895 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,179,090 | 3,023 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,050,679 | 3,126 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $876,201 | 3,011 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $695,187 | 2,869 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $630,872 | 2,564 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $732,952 | 2,583 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $797,526 | 2,507 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $510,306 | 1,825 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $252,444 | 822 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||