Position in PH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$643,602
+$56,326 QoQ
Shares Held
658
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,152
of 1,965 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Portside Wealth Group, LLC holds $10,046,851 across 14 Specialty Industrial Machinery names. PH ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,980 | $2,326,222 | |
| 2 | NPO |
Enpro Inc.
|
2,760 | $1,040,326 | |
| 3 | MIR |
Mirion Technologies, Inc.
|
51,881 | $930,225 | |
| 4 | AME |
Ametek Inc/
|
3,654 | $884,048 | |
| 5 | CMI |
Cummins Inc
|
1,206 | $860,130 | |
| 6 | ETN |
Eaton Corp plc
|
1,794 | $764,459 | |
| 7 | PH |
Parker-Hannifin Corp
This page
|
658 | $643,602 | |
| 8 | JBTM |
JBT MAREL Corp
|
3,797 | $550,565 |
All Filings in PH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,602 | 658 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $587,276 | 656 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $603,845 | 687 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $537,528 | 709 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $495,214 | 709 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $412,729 | 679 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $390,522 | 614 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $378,459 | 599 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $291,346 | 576 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $327,360 | 589 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $286,094 | 621 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $245,397 | 630 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $264,837 | 679 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||