Position in PH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,152,225
-$89,472 QoQ
Shares Held
1,178
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#961
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Marshall Financial Group, LLC holds $9,672,866 across 11 Specialty Industrial Machinery names. PH ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,208 | $1,366,992 | |
| 2 | ITT |
Itt Inc.
|
6,697 | $1,324,398 | |
| 3 | GTLS |
Chart Industries Inc
|
6,159 | $1,286,861 | |
| 4 | PH |
Parker-Hannifin Corp
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|
1,178 | $1,152,225 | |
| 5 | NDSN |
Nordson Corp
|
3,617 | $1,091,212 | |
| 6 | GGG |
Graco Inc
|
13,194 | $997,598 | |
| 7 | CR |
Crane Co
|
4,236 | $944,924 | |
| 8 | PNR |
PENTAIR plc
|
9,307 | $713,474 |
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,225 | 1,178 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,241,697 | 1,387 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,230,544 | 1,400 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,096,284 | 1,446 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $970,174 | 1,389 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||