Performance Wealth Partners, LLC

Position in PH — Parker-Hannifin Corp

CIK 1908765 HINSDALE, IL

Position in PH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,307,895

+$1,165,637 QoQ

Shares Held

6,449

+12.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#529

of 1,972 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Industrials · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $153,444,636 across 6 Specialty Industrial Machinery names. PH ranks #2 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	123,244	$144,794,445
2	PH	Parker-Hannifin Corp This page	6,449	$6,307,895
3	CMI	Cummins Inc	1,114	$794,515
4	ITW	Illinois Tool Works Inc	2,505	$677,527
5	RRX	Regal Rexnord Corp	2,796	$665,979
6	EMR	Emerson Electric Co	1,427	$204,275

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,307,895	6,449	+12.3%	Shares	Sole	2026-08-07
2026-03-31	$5,142,258	5,744	-4.6%	Shares	Sole	2026-04-10
2025-12-31	$5,293,097	6,022	-4.7%	Shares	Sole	2026-01-21
2025-09-30	$4,788,475	6,316	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$4,398,265	6,297	-5.7%	Shares	Sole	2025-07-28
2025-03-31	$4,058,614	6,677	-13.6%	Shares	Sole	2025-04-22
2024-12-31	$4,914,603	7,727	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$4,875,754	7,717	+0.3%	Shares	Sole	2024-10-10
2024-06-30	$3,891,196	7,693	0.0%	Shares	Sole	2024-07-22
2024-03-31	$4,275,692	7,693	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$3,513,758	7,627	-2.3%	Shares	Sole	2024-01-22
2023-09-30	$3,040,593	7,806	0.0%	Shares	Sole	2023-10-30
2023-06-30	$3,044,652	7,806	+21.6%	Shares	Sole	2023-07-13
2023-03-31	$2,158,162	6,421	0.0%	Shares	Sole	2023-04-20
2022-12-31	$1,868,511	6,421	-8.2%	Shares	Sole	2023-01-19
2022-09-30	$1,695,200	6,996	+2.9%	Shares	Sole	2022-10-17
2022-06-30	$1,672,155	6,796	-0.4%	Shares	Sole	2022-07-15
2022-03-31	$1,935,526	6,821	0.0%	Shares	Sole	2022-04-21
2021-12-31	$2,169,896	6,821	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.