Position in PH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$289,523
-$110,649 QoQ
Shares Held
296
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,505
of 1,972 holders
Holding Since
Mar 2022
11 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, 2026Aaron Wealth Advisors LLC holds $17,149,098 across 10 Specialty Industrial Machinery names. PH ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,562 | $4,184,851 | |
| 2 | ETN |
Eaton Corp plc
|
8,802 | $3,750,708 | |
| 3 | CMI |
Cummins Inc
|
4,248 | $3,029,716 | |
| 4 | EMR |
Emerson Electric Co
|
13,309 | $1,905,183 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,736 | $1,551,415 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,216 | $1,097,097 | |
| 7 | MIDD |
MIDDLEBY Corp
|
4,470 | $618,547 | |
| 8 | DCI |
DONALDSON Co INC
|
4,489 | $402,977 |
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,523 | 296 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $400,172 | 447 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $707,562 | 805 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $363,912 | 480 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $299,643 | 429 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $210,316 | 346 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $241,055 | 379 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $276,737 | 438 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $208,393 | 412 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $201,751 | 363 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $248,000 | 70,372 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||