Root Financial Partners, LLC

Position in PH — Parker-Hannifin Corp

CIK 1977181 ENCINITAS, CA

Position in PH

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

Position Value

$282,676

+$141,229 QoQ

Shares Held

289

+82.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,513

of 1,965 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $3,233,442 across 6 Specialty Industrial Machinery names. PH ranks #6 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,045	$1,227,728
2	ETN	Eaton Corp plc	1,533	$653,241
3	CMI	Cummins Inc	674	$480,703
4	EMR	Emerson Electric Co	2,103	$301,044
5	ITW	Illinois Tool Works Inc	1,065	$288,050
6	PH	Parker-Hannifin Corp This page	289	$282,676

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,676	289	+82.9%	Shares	Sole	2026-07-29
2026-03-31	$141,447	158	-27.5%	Shares	Sole	2026-04-24
2025-12-31	$191,613	218	+7.4%	Shares	Sole	2026-02-10
2025-09-30	$153,904	203	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.