Position in PH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$402,007
+$33,169 QoQ
Shares Held
411
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,354
of 1,972 holders
Holding Since
Sep 2023
12 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, 2026Quantum Financial Advisors, LLC holds $2,811,799 across 8 Specialty Industrial Machinery names. PH ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
3,676 | $526,219 | |
| 2 | CMI |
Cummins Inc
|
623 | $444,329 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
411 | $402,007 | |
| 4 | GEV |
GE Vernova Inc.
|
302 | $354,807 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,216 | $328,891 | |
| 6 | ETN |
Eaton Corp plc
|
712 | $303,397 | |
| 7 | MIDD |
MIDDLEBY Corp
|
1,729 | $239,265 | |
| 8 | ROK |
Rockwell Automation, Inc
|
430 | $212,884 |
All Filings in PH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,007 | 411 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $368,838 | 412 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $463,211 | 527 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $398,786 | 526 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $367,395 | 526 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $319,729 | 526 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $334,551 | 526 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $332,337 | 526 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $266,056 | 526 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $298,459 | 537 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $248,778 | 540 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $322,133 | 827 | Shares | Sole | 2023-11-29 | |
| No filing history on record for this holder in this stock. | ||||||