Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,194,944
+$1,621,231 QoQ
Shares Held
10,423
+8.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#440
of 1,973 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $79,551,196 across 28 Specialty Industrial Machinery names. PH ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,830 | $18,598,033 | |
| 2 | ETN |
Eaton Corp plc
|
29,416 | $12,534,745 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
10,423 | $10,194,944 | |
| 4 | CMI |
Cummins Inc
|
10,266 | $7,321,813 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,155 | $6,803,672 | |
| 6 | EMR |
Emerson Electric Co
|
30,002 | $4,294,786 | |
| 7 | DOV |
DOVER Corp
|
13,270 | $2,976,195 | |
| 8 | AME |
Ametek Inc/
|
9,397 | $2,273,510 |
All Filings in PH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,194,944 | 10,423 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,573,713 | 9,577 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,733,090 | 8,798 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,370,734 | 8,403 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,417,333 | 7,756 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,423,845 | 8,923 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,155,980 | 4,962 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,488,107 | 3,938 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,814,340 | 3,587 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,880,793 | 3,384 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,595,864 | 3,464 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,346,570 | 3,457 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,258,659 | 3,227 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,046,982 | 3,115 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $880,566 | 3,026 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $715,056 | 2,951 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $781,946 | 3,178 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $311,284 | 1,097 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||