Position in PH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$311,042
+$106,033 QoQ
Shares Held
318
+38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,475
of 1,972 holders
Holding Since
Mar 2021
12 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, 2026Concord Wealth Partners holds $7,156,297 across 12 Specialty Industrial Machinery names. PH ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
10,817 | $4,609,340 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,417 | $1,465,135 | |
| 3 | EMR |
Emerson Electric Co
|
2,690 | $385,073 | |
| 4 | GEV |
GE Vernova Inc.
|
269 | $316,037 | |
| 5 | PH |
Parker-Hannifin Corp
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|
318 | $311,042 | |
| 6 | DOV |
DOVER Corp
|
100 | $22,428 | |
| 7 | PNR |
PENTAIR plc
|
200 | $15,332 | |
| 8 | OTIS |
Otis Worldwide Corp
|
148 | $10,596 |
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,042 | 318 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $205,009 | 229 | Shares | Sole | 2026-05-01 | |
| 2023-09-30 | $5,063 | 13 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $5,070 | 13 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,369 | 13 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,529 | 19 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,182 | 17 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,823 | 17 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,135 | 13 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,635 | 13 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,992 | 13 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,100 | 13 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||