Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$767,824
+$54,318 QoQ
Shares Held
785
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,102
of 1,973 holders
Holding Since
Mar 2023
13 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, 2026SageView Advisory Group, LLC holds $18,760,714 across 17 Specialty Industrial Machinery names. PH ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
24,761 | $6,890,986 | |
| 2 | GEV |
GE Vernova Inc.
|
3,070 | $3,606,820 | |
| 3 | CMI |
Cummins Inc
|
2,523 | $1,799,428 | |
| 4 | ETN |
Eaton Corp plc
|
4,193 | $1,786,721 | |
| 5 | PH |
Parker-Hannifin Corp
This page
|
785 | $767,824 | |
| 6 | EMR |
Emerson Electric Co
|
4,303 | $615,974 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,889 | $510,917 | |
| 8 | FLS |
Flowserve Corp
|
6,165 | $457,196 |
All Filings in PH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,824 | 785 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $713,506 | 797 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $720,747 | 820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,527,672 | 2,015 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,593,908 | 2,282 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,387,113 | 2,282 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,477,497 | 2,323 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,307,235 | 2,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,063,718 | 2,103 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $916,332 | 1,989 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $588,175 | 1,510 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $281,608 | 722 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $205,699 | 612 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||