Position in PH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$591,762
+$86,847 QoQ
Shares Held
605
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,198
of 1,972 holders
Holding Since
Sep 2024
8 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, 2026Tandem Wealth Advisors LLC holds $1,684,759 across 2 Specialty Industrial Machinery names. PH ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,565 | $1,092,997 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
605 | $591,762 |
All Filings in PH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,762 | 605 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $504,915 | 564 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $560,776 | 638 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $411,675 | 543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $423,971 | 607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $341,611 | 562 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $336,459 | 529 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $317,805 | 503 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||