Phillips Wealth Planners LLC

Position in PH — Parker-Hannifin Corp

CIK 1962628 STARKVILLE, MS

Position in PH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$282,676

+$23,057 QoQ

Shares Held

289

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,519

of 1,972 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,609,315 across 6 Specialty Industrial Machinery names. PH ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	650	$763,659
2	ETN	Eaton Corp plc	1,541	$656,650
3	EMR	Emerson Electric Co	2,442	$349,572
4	ROK	Rockwell Automation, Inc	706	$349,526
5	PH	Parker-Hannifin Corp This page	289	$282,676
6	CR	Crane Co	929	$207,232

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,676	289	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$259,619	290	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.