Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,868
+$497 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,914
of 1,972 holders
Holding Since
Dec 2022
6 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, 2026Beaird Harris Wealth Management, LLC holds $573,511 across 11 Specialty Industrial Machinery names. PH ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,698 | $243,068 | |
| 2 | ETN |
Eaton Corp plc
|
374 | $159,368 | |
| 3 | GEV |
GE Vernova Inc.
|
96 | $112,786 | |
| 4 | CMI |
Cummins Inc
|
59 | $42,079 | |
| 5 | FLS |
Flowserve Corp
|
105 | $7,786 | |
| 6 | PH |
Parker-Hannifin Corp
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|
6 | $5,868 | |
| 7 | PNR |
PENTAIR plc
|
16 | $1,226 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1 | $495 |
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,868 | 6 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,371 | 6 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,273 | 6 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $6,065 | 8 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,492 | 5 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $4,947 | 17 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||