Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,934
+$249 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,940
of 1,972 holders
Holding Since
Dec 2024
5 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, 2026Avalon Trust Co holds $1,650,660 across 9 Specialty Industrial Machinery names. PH ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLIO |
Helios Technologies, Inc.
|
7,901 | $705,164 | |
| 2 | KRNT |
Kornit Digital Ltd.
|
16,305 | $264,956 | |
| 3 | CMI |
Cummins Inc
|
350 | $249,623 | |
| 4 | EMR |
Emerson Electric Co
|
1,300 | $186,095 | |
| 5 | ETN |
Eaton Corp plc
|
207 | $88,206 | |
| 6 | GEV |
GE Vernova Inc.
|
60 | $70,491 | |
| 7 | GNRC |
Generac Holdings Inc.
|
163 | $47,728 | |
| 8 | XYL |
Xylem Inc.
|
300 | $35,463 |
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,934 | 3 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,685 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,636 | 3 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,307 | 7 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $9,540 | 15 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||