Position in PH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$772,714
+$134,408 QoQ
Shares Held
790
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,098
of 1,971 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Western Financial Corp/CA holds $8,989,684 across 2 Specialty Industrial Machinery names. PH ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,994 | $8,216,970 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
790 | $772,714 |
All Filings in PH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,714 | 790 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $638,306 | 713 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $804,248 | 915 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $785,443 | 1,036 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $763,427 | 1,093 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $734,890 | 1,209 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $820,478 | 1,290 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $839,056 | 1,328 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||