Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$315,629,542
+$314,659,699 QoQ
Shares Held
322,690
+20922.1% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2
of 187 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Derivatives in PH
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$829,231
PutShares
1,492
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,771,037,377 across 19 Specialty Industrial Machinery names. PH ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
629,542 | $448,995,648 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
322,690 | $315,629,542 | |
| 3 | ETN |
Eaton Corp plc
|
676,510 | $288,274,440 | |
| 4 | GEV |
GE Vernova Inc.
|
207,787 | $244,120,634 | |
| 5 | SXI |
Standex International Corp/De/
|
587,147 | $210,004,867 | |
| 6 | AME |
Ametek Inc/
|
550,245 | $133,126,274 | |
| 7 | ITW |
Illinois Tool Works Inc
|
180,704 | $48,875,010 | |
| 8 | DOV |
DOVER Corp
|
103,326 | $23,173,954 |
All Filings in PH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,629,542 | 322,690 | Shares | Other | 2026-07-13 | |
| 2024-09-30 | $969,843 | 1,535 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $787,039 | 1,556 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $829,231 | 1,492 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $828,798 | 1,799 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $744,761 | 1,912 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $788,270 | 2,021 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $699,780 | 2,082 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $765,039 | 2,629 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $629,762 | 2,599 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $654,246 | 2,659 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $518,145 | 1,826 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $580,886 | 1,826 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $504,434 | 1,804 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $551,876 | 1,797 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $479,769 | 1,521 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $356,584 | 1,309 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||