Compound Planning, Inc.

Position in PH — Parker-Hannifin Corp

CIK 1978879 NEW YORK, NY

Position in PH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,516,702

+$108,508 QoQ

Shares Held

2,573

-4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#738

of 1,973 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $25,867,386 across 22 Specialty Industrial Machinery names. PH ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	7,471	$8,777,378
2	ETN	Eaton Corp plc	7,463	$3,180,133
3	PH	Parker-Hannifin Corp This page	2,573	$2,516,702
4	CMI	Cummins Inc	3,248	$2,316,505
5	ITW	Illinois Tool Works Inc	5,898	$1,595,231
6	EMR	Emerson Electric Co	10,771	$1,541,867
7	ROK	Rockwell Automation, Inc	2,317	$1,147,100
8	AME	Ametek Inc/	2,656	$642,592

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,516,702	2,573	-4.3%	Shares	Sole	2026-08-04
2026-03-31	$2,408,194	2,690	+8.2%	Shares	Other	2026-05-14
2025-12-31	$2,185,973	2,487	+45.0%	Shares	Sole	2026-02-19
2025-09-30	$1,300,227	1,715	+19.8%	Shares	Sole	2025-11-10
2025-06-30	$1,000,209	1,432	+6.2%	Shares	Sole	2025-08-14
2025-03-31	$819,381	1,348	+19.8%	Shares	Sole	2025-05-14
2024-12-31	$715,533	1,125	+53.3%	Shares	Sole	2025-01-17
2024-09-30	$463,755	734	+28.8%	Shares	Sole	2024-10-08
2024-06-30	$288,311	570	-5.8%	Shares	Sole	2024-07-26
2024-03-31	$336,252	605	+17.5%	Shares	Sole	2024-05-07
2023-12-31	$237,260	515	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.