Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,799,740
+$848,996 QoQ
Shares Held
1,840
+73.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#824
of 1,972 holders
Holding Since
Dec 2021
7 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, 2026Confluence Wealth Services, Inc. holds $23,290,273 across 11 Specialty Industrial Machinery names. PH ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,869 | $8,466,578 | |
| 2 | GEV |
GE Vernova Inc.
|
4,067 | $4,778,155 | |
| 3 | CMI |
Cummins Inc
|
3,504 | $2,499,087 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,821 | $1,891,700 | |
| 5 | PH |
Parker-Hannifin Corp
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|
1,840 | $1,799,740 | |
| 6 | EMR |
Emerson Electric Co
|
12,001 | $1,717,943 | |
| 7 | ITW |
Illinois Tool Works Inc
|
3,974 | $1,074,847 | |
| 8 | NDSN |
Nordson Corp
|
995 | $300,181 |
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,799,740 | 1,840 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $950,744 | 1,062 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $782,274 | 890 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $489,006 | 645 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $470,768 | 674 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $409,690 | 674 | Shares | Sole | 2025-04-24 | |
| 2021-12-31 | $59,170 | 186 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||