Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$617,193
+$317,288 QoQ
Shares Held
631
+88.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,181
of 1,972 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $16,090,246 across 7 Specialty Industrial Machinery names. PH ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
13,485 | $5,746,228 | |
| 2 | CMI |
Cummins Inc
|
7,781 | $5,549,487 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,165 | $1,396,977 | |
| 4 | GEV |
GE Vernova Inc.
|
1,154 | $1,355,788 | |
| 5 | EMR |
Emerson Electric Co
|
8,129 | $1,163,666 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
631 | $617,193 | |
| 7 | ROK |
Rockwell Automation, Inc
|
527 | $260,907 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,193 | 631 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $299,905 | 335 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $296,209 | 337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $255,496 | 337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,384 | 337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $212,139 | 349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $213,706 | 336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $212,291 | 336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $164,894 | 326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $168,404 | 303 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||