Invera Wealth Advisors, LLC

Position in PH — Parker-Hannifin Corp

CIK 1976780 BEND, OR

Position in PH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$273,873

New position

Shares Held

280

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,539

of 1,972 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Invera Wealth Advisors, LLC holds $6,470,715 across 4 Specialty Industrial Machinery names. PH ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	3,578	$2,551,865
2	GEV	GE Vernova Inc.	2,022	$2,375,566
3	ETN	Eaton Corp plc	2,979	$1,269,411
4	PH	Parker-Hannifin Corp This page	280	$273,873

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,873	280	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.