Position in PH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$867,592
+$210,486 QoQ
Shares Held
887
+20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,052
of 1,972 holders
Holding Since
Jun 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, 2026FSM Wealth Advisors, LLC holds $6,333,938 across 8 Specialty Industrial Machinery names. PH ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,563 | $3,011,166 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
887 | $867,592 | |
| 3 | ETN |
Eaton Corp plc
|
1,623 | $691,592 | |
| 4 | AME |
Ametek Inc/
|
2,173 | $525,735 | |
| 5 | ROK |
Rockwell Automation, Inc
|
731 | $361,903 | |
| 6 | CMI |
Cummins Inc
|
481 | $343,054 | |
| 7 | EMR |
Emerson Electric Co
|
2,179 | $311,923 | |
| 8 | ITW |
Illinois Tool Works Inc
|
817 | $220,973 |
All Filings in PH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,592 | 887 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $657,106 | 734 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $639,882 | 728 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $545,109 | 719 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $473,562 | 678 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $395,710 | 651 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $375,257 | 590 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $360,769 | 571 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $277,689 | 549 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $305,684 | 550 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $250,160 | 543 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $207,224 | 532 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $207,111 | 531 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||