Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,114
+$20,504 QoQ
Shares Held
269
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,558
of 1,971 holders
Holding Since
Jun 2024
9 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, 2026F/m Investments LLC holds $46,506,408 across 11 Specialty Industrial Machinery names. PH ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
34,838 | $14,845,168 | |
| 2 | ROK |
Rockwell Automation, Inc
|
25,267 | $12,509,186 | |
| 3 | GNRC |
Generac Holdings Inc.
|
33,897 | $9,925,380 | |
| 4 | XYL |
Xylem Inc.
|
57,096 | $6,749,318 | |
| 5 | GEV |
GE Vernova Inc.
|
489 | $574,506 | |
| 6 | AMSC |
American Superconductor Corp /De/
|
11,400 | $473,214 | |
| 7 | EMR |
Emerson Electric Co
|
2,684 | $384,214 | |
| 8 | NPO |
Enpro Inc.
|
939 | $353,937 |
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,114 | 269 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $242,610 | 271 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,205,933 | 1,372 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,040,181 | 1,372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $970,873 | 1,390 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $875,911 | 1,441 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $950,228 | 1,494 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $827,684 | 1,310 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $709,145 | 1,402 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||