Position in PH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$464,607
+$65,330 QoQ
Shares Held
475
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,284
of 1,973 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $28,686,287 across 8 Specialty Industrial Machinery names. PH ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
19,987 | $14,254,928 | |
| 2 | ETN |
Eaton Corp plc
|
24,488 | $10,434,826 | |
| 3 | GEV |
GE Vernova Inc.
|
1,548 | $1,818,683 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,581 | $782,721 | |
| 5 | PH |
Parker-Hannifin Corp
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|
475 | $464,607 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,414 | $382,444 | |
| 7 | EMR |
Emerson Electric Co
|
2,257 | $323,089 | |
| 8 | MIDD |
MIDDLEBY Corp
|
1,626 | $224,989 |
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,607 | 475 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $399,277 | 446 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $426,295 | 485 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $381,349 | 503 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $343,647 | 492 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $250,832 | 397 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||