Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,000,872
+$263,229 QoQ
Shares Held
3,068
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#699
of 1,973 holders
Holding Since
Mar 2020
24 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, 2026Apella Capital, LLC holds $11,834,505 across 8 Specialty Industrial Machinery names. PH ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
3,068 | $3,000,872 | |
| 2 | EMR |
Emerson Electric Co
|
16,398 | $2,347,373 | |
| 3 | GEV |
GE Vernova Inc.
|
1,870 | $2,196,988 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,261 | $1,614,455 | |
| 5 | CMI |
Cummins Inc
|
1,426 | $1,017,037 | |
| 6 | ETN |
Eaton Corp plc
|
2,250 | $958,770 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,453 | $392,992 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,274 | $306,018 |
All Filings in PH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,000,872 | 3,068 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,737,643 | 3,058 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,644,790 | 3,009 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,284,305 | 3,013 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,061,184 | 2,951 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $241,924 | 398 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $246,143 | 387 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $248,305 | 393 | Shares | Sole | 2024-10-03 | |
| 2024-03-31 | $3,269,712 | 5,883 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,702,926 | 5,867 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,283,755 | 5,863 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,340,240 | 6,000 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $1,908,960 | 6,560 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,598,034 | 6,595 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,768,853 | 7,189 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,164,237 | 7,627 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,497,560 | 7,851 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,292,604 | 8,199 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $2,578,802 | 8,397 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $2,654,343 | 8,415 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,346,812 | 8,615 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,824,095 | 9,015 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,665,924 | 9,090 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,218,164 | 9,390 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||