Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,811,478
+$641,583 QoQ
Shares Held
1,852
+39.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#822
of 1,972 holders
Holding Since
Dec 2021
15 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $46,909,438 across 14 Specialty Industrial Machinery names. PH ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
16,896 | $12,050,396 | |
| 2 | ETN |
Eaton Corp plc
|
17,987 | $7,664,620 | |
| 3 | GEV |
GE Vernova Inc.
|
6,427 | $7,550,825 | |
| 4 | EMR |
Emerson Electric Co
|
39,228 | $5,615,488 | |
| 5 | ITW |
Illinois Tool Works Inc
|
11,836 | $3,201,282 | |
| 6 | NDSN |
Nordson Corp
|
10,417 | $3,142,704 | |
| 7 | ROK |
Rockwell Automation, Inc
|
4,452 | $2,204,096 | |
| 8 | PH |
Parker-Hannifin Corp
This page
|
1,852 | $1,811,478 |
All Filings in PH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,811,478 | 1,852 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,169,895 | 1,331 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $957,543 | 1,263 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $808,129 | 1,157 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $497,221 | 818 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $443,312 | 697 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $441,010 | 698 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $432,404 | 778 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $658,340 | 1,429 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $383,287 | 984 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $383,799 | 984 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $330,732 | 984 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $208,356 | 716 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $203,172 | 716 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $227,773 | 716 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||