Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,173,637
-$281,972 QoQ
Shares Held
4,267
-14.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#616
of 1,971 holders
Holding Since
Dec 2020
18 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, 2026Arkadios Wealth Advisors holds $42,021,275 across 18 Specialty Industrial Machinery names. PH ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,881 | $11,608,791 | |
| 2 | CMI |
Cummins Inc
|
12,337 | $8,798,871 | |
| 3 | ITW |
Illinois Tool Works Inc
|
20,260 | $5,479,722 | |
| 4 | PH |
Parker-Hannifin Corp
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|
4,267 | $4,173,637 | |
| 5 | ETN |
Eaton Corp plc
|
7,839 | $3,340,354 | |
| 6 | EMR |
Emerson Electric Co
|
13,464 | $1,927,371 | |
| 7 | GNRC |
Generac Holdings Inc.
|
5,981 | $1,751,295 | |
| 8 | DOV |
DOVER Corp
|
3,079 | $690,557 |
All Filings in PH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,173,637 | 4,267 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,455,609 | 4,977 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,708,331 | 4,219 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,426,079 | 3,200 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $809,526 | 1,159 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $720,909 | 1,186 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $835,743 | 1,314 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $924,352 | 1,463 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $741,517 | 1,466 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $807,007 | 1,452 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $693,814 | 1,506 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $551,560 | 1,416 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $480,139 | 1,231 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $399,970 | 1,190 | Shares | Sole | 2023-05-02 | |
| 2021-09-30 | $33,834 | 121 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $37,160 | 121 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $38,167 | 121 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,961 | 121 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||