Position in PH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$826,511
+$50,338 QoQ
Shares Held
845
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,073
of 1,971 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $4,241,655 across 8 Specialty Industrial Machinery names. PH ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,090 | $890,590 | |
| 2 | PH |
Parker-Hannifin Corp
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|
845 | $826,511 | |
| 3 | AME |
Ametek Inc/
|
3,085 | $746,384 | |
| 4 | IEX |
Idex Corp /De/
|
2,775 | $629,786 | |
| 5 | GNRC |
Generac Holdings Inc.
|
1,132 | $331,460 | |
| 6 | IR |
Ingersoll Rand Inc.
|
3,976 | $325,992 | |
| 7 | 1,201 | $250,936 | |||
| 8 | SXI |
Standex International Corp/De/
|
671 | $239,996 |
All Filings in PH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,511 | 845 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $776,173 | 867 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $781,395 | 889 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $832,448 | 1,098 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $788,572 | 1,129 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $675,929 | 1,112 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $707,901 | 1,113 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $701,320 | 1,110 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||