Position in PH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$487,103
+$988 QoQ
Shares Held
498
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,261
of 1,972 holders
Holding Since
Mar 2020
23 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, 2026CFM WEALTH PARTNERS LLC holds $694,670 across 2 Specialty Industrial Machinery names. PH ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
498 | $487,103 | |
| 2 | EMR |
Emerson Electric Co
|
1,450 | $207,567 |
All Filings in PH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,103 | 498 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $486,115 | 543 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $477,275 | 543 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $411,675 | 543 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $379,269 | 543 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $330,062 | 543 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $345,364 | 543 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $343,078 | 543 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $274,654 | 543 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $301,793 | 543 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $250,160 | 543 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $211,509 | 543 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $257,816 | 661 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $222,168 | 661 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $233,673 | 803 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $227,859 | 803 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $255,450 | 803 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $224,534 | 803 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $246,609 | 803 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $303,759 | 963 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $262,330 | 963 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $176,489 | 963 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $124,929 | 963 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||