American Trust

Position in PH — Parker-Hannifin Corp

CIK 1905128 LEXINGTON, KY

Position in PH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,238,555

-$21,909 QoQ

Shares Held

3,311

-9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#679

of 1,972 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

American Trust holds $11,935,023 across 6 Specialty Industrial Machinery names. PH ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	7,524	$5,366,192
2	PH	Parker-Hannifin Corp This page	3,311	$3,238,555
3	DOV	DOVER Corp	10,270	$2,303,355
4	GEV	GE Vernova Inc.	378	$444,097
5	ROK	Rockwell Automation, Inc	610	$301,998
6	RRX	Regal Rexnord Corp	1,179	$280,826

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,238,555	3,311	-9.1%	Shares	Sole	2026-08-14
2026-03-31	$3,260,464	3,642	-13.3%	Shares	Sole	2026-05-01
2025-12-31	$3,693,389	4,202	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$3,207,732	4,231	-2.0%	Shares	Sole	2025-11-17
2025-06-30	$3,015,294	4,317	-0.7%	Shares	Sole	2025-09-03
2025-03-31	$2,641,716	4,346	+718.5%	Shares	Sole	2025-05-16
2024-12-31	$337,731	531	0.0%	Shares	Sole	2025-02-18
2024-09-30	$335,496	531	+0.4%	Shares	Sole	2024-11-29
2024-06-30	$267,573	529	-18.5%	Shares	Sole	2024-09-12
2024-03-31	$360,707	649	+3.2%	Shares	Sole	2024-06-11
2023-12-31	$289,780	629	+20.0%	Shares	Sole	2024-02-21
2023-09-30	$204,107	524	-46.2%	Shares	Defined	2023-11-15
2023-06-30	$379,898	974	-2.0%	Shares	Defined	2023-08-14
2023-03-31	$334,093	994	—	Shares	Defined	2023-05-22
No filing history on record for this holder in this stock.