Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$936,060
+$330,878 QoQ
Shares Held
957
+41.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,032
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $13,946,958 across 15 Specialty Industrial Machinery names. PH ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,830 | $4,499,713 | |
| 2 | ETN |
Eaton Corp plc
|
4,212 | $1,794,817 | |
| 3 | CMI |
Cummins Inc
|
1,937 | $1,381,487 | |
| 4 | OTIS |
Otis Worldwide Corp
|
17,966 | $1,286,365 | |
| 5 | PH |
Parker-Hannifin Corp
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|
957 | $936,060 | |
| 6 | AME |
Ametek Inc/
|
2,822 | $682,754 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,332 | $659,446 | |
| 8 | XYL |
Xylem Inc.
|
4,193 | $495,654 |
All Filings in PH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,060 | 957 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $605,182 | 676 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $587,145 | 668 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $408,642 | 539 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $391,143 | 560 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $547,065 | 900 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $531,721 | 836 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $537,047 | 850 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $450,170 | 890 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $525,777 | 946 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $442,732 | 961 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $374,328 | 961 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $376,388 | 965 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $358,965 | 1,068 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $295,365 | 1,015 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $241,340 | 996 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $284,925 | 1,158 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $375,982 | 1,325 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $335,934 | 1,056 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||