Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,544,090
+$305,990 QoQ
Shares Held
2,601
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#734
of 1,973 holders
Holding Since
Sep 2023
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, 2026Berger Financial Group, Inc holds $13,846,315 across 7 Specialty Industrial Machinery names. PH ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AOS |
Smith A O Corp
|
79,756 | $5,002,296 | |
| 2 | DCI |
DONALDSON Co INC
|
29,630 | $2,659,885 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
2,601 | $2,544,090 | |
| 4 | ETN |
Eaton Corp plc
|
3,784 | $1,612,438 | |
| 5 | GEV |
GE Vernova Inc.
|
1,222 | $1,435,678 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,294 | $349,988 | |
| 7 | AME |
Ametek Inc/
|
1,000 | $241,940 |
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,544,090 | 2,601 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,238,100 | 2,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,236,074 | 2,544 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,887,035 | 2,489 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,739,888 | 2,491 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,514,762 | 2,492 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,604,067 | 2,522 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,635,150 | 2,588 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,939 | 506 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,229 | 506 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $234,496 | 509 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $200,602 | 515 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||