Position in PH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$552,637
+$46,827 QoQ
Shares Held
565
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,222
of 1,971 holders
Holding Since
Mar 2024
9 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, 2026Jupiter Wealth Management LLC holds $963,838 across 2 Specialty Industrial Machinery names. PH ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
565 | $552,637 | |
| 2 | GEV |
GE Vernova Inc.
|
350 | $411,201 |
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,637 | 565 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $505,810 | 565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $496,612 | 565 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $151,630 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139,694 | 200 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $120,845 | 190 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $120,045 | 190 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $96,103 | 190 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $216,758 | 390 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||