Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$283,654
+$24,035 QoQ
Shares Held
290
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,518
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Jacobsen Capital Management holds $1,660,188 across 4 Specialty Industrial Machinery names. PH ranks #3 (17.1% of the industry book) .
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,654 | 290 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $259,619 | 290 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $325,215 | 370 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $280,515 | 370 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $257,735 | 369 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $202,414 | 333 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||