Position in PH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$59,085
+$17,385 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
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, 2026Operose Advisors LLC holds $656,787 across 9 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
568 | $242,036 | |
| 2 | GEV |
GE Vernova Inc.
|
202 | $237,321 | |
| 3 | SMR |
NUSCALE POWER Corp
|
6,369 | $63,881 | |
| 4 | ITW |
Illinois Tool Works Inc
|
235 | $63,560 | |
| 5 | EMR |
Emerson Electric Co
|
255 | $36,503 | |
| 6 | GNRC |
Generac Holdings Inc.
|
38 | $11,126 | |
| 7 | CR |
Crane Co
|
5 | $1,115 | |
| 8 | ROK |
Rockwell Automation, Inc
|
2 | $990 |
All Filings in PH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,085 | 66 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $41,700 | 66 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,383 | 66 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $36,682 | 66 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,406 | 66 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $56,869 | 146 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||