Position in PH
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,828,975
-$4,413,398 QoQ
Shares Held
2,043
-71.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $55,501,759 across 13 Specialty Industrial Machinery names. PH ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
164,834 | $21,596,550 | |
| 2 | GEV |
GE Vernova Inc.
|
12,130 | $10,588,277 | |
| 3 | ROK |
Rockwell Automation, Inc
|
22,595 | $8,108,893 | |
| 4 | CMI |
Cummins Inc
|
13,202 | $7,102,940 | |
| 5 | ETN |
Eaton Corp plc
|
9,305 | $3,328,119 | |
| 6 | PH |
Parker-Hannifin Corp
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|
2,043 | $1,828,975 | |
| 7 | GNRC |
Generac Holdings Inc.
|
4,568 | $892,267 | |
| 8 | CSW |
Csw Industrials, Inc.
|
3,300 | $859,914 |
All Filings in PH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,828,975 | 2,043 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,242,373 | 7,102 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,924,942 | 7,815 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,525,596 | 7,911 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,959,534 | 6,514 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,956,106 | 6,220 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,807,808 | 4,444 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,245,796 | 4,440 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,455,480 | 4,418 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,038,597 | 4,425 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,932,306 | 7,528 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,914,768 | 7,473 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,500,994 | 7,441 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,172,315 | 7,465 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,812,721 | 7,481 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,326,596 | 13,520 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,835,583 | 13,517 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||