Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$366,795
+$32,871 QoQ
Shares Held
375
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,410
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Occidental Asset Management, LLC holds $22,378,433 across 7 Specialty Industrial Machinery names. PH ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
11,672 | $8,324,587 | |
| 2 | EMR |
Emerson Electric Co
|
32,732 | $4,685,585 | |
| 3 | XYL |
Xylem Inc.
|
35,386 | $4,182,979 | |
| 4 | ITW |
Illinois Tool Works Inc
|
14,499 | $3,921,544 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,152 | $570,332 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
375 | $366,795 | |
| 7 | GEV |
GE Vernova Inc.
|
278 | $326,611 |
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,795 | 375 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $333,924 | 373 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $321,699 | 366 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $269,901 | 356 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $247,258 | 354 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $272,924 | 449 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||