Position in PH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,706,819
+$235,940 QoQ
Shares Held
1,745
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#838
of 1,973 holders
Holding Since
Jun 2020
10 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, 2026Zhang Financial LLC holds $8,776,957 across 8 Specialty Industrial Machinery names. PH ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,989 | $2,552,032 | |
| 2 | PH |
Parker-Hannifin Corp
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|
1,745 | $1,706,819 | |
| 3 | KAI |
Kadant Inc
|
4,926 | $1,547,896 | |
| 4 | GEV |
GE Vernova Inc.
|
738 | $867,046 | |
| 5 | CMI |
Cummins Inc
|
1,022 | $728,900 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,230 | $603,148 | |
| 7 | EMR |
Emerson Electric Co
|
3,303 | $472,824 | |
| 8 | DOV |
DOVER Corp
|
1,330 | $298,292 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706,819 | 1,745 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,470,879 | 1,643 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,496,868 | 1,703 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,288,854 | 4,338 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,038,344 | 4,350 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $822,421 | 1,353 | Shares | Sole | 2025-04-15 | |
| 2021-03-31 | $203,136 | 644 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $296,654 | 1,089 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $220,348 | 1,089 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $199,581 | 1,089 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||