Position in PH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,171,575
+$1,057,087 QoQ
Shares Held
7,332
+7.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#497
of 1,973 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $110,237,656 across 27 Specialty Industrial Machinery names. PH ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
26,216 | $30,800,129 | |
| 2 | ETN |
Eaton Corp plc
|
40,620 | $17,308,994 | |
| 3 | CMI |
Cummins Inc
|
14,086 | $10,046,275 | |
| 4 | EMR |
Emerson Electric Co
|
66,724 | $9,551,539 | |
| 5 | PH |
Parker-Hannifin Corp
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|
7,332 | $7,171,575 | |
| 6 | ITW |
Illinois Tool Works Inc
|
25,394 | $6,868,314 | |
| 7 | AME |
Ametek Inc/
|
26,373 | $6,380,682 | |
| 8 | GNRC |
Generac Holdings Inc.
|
19,826 | $5,805,250 |
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,171,575 | 7,332 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,114,488 | 6,830 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,415,528 | 7,299 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,731,614 | 7,560 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,279,036 | 7,558 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,002,171 | 4,939 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,074,729 | 3,262 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,904,937 | 3,015 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,369,227 | 2,707 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,397,811 | 2,515 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $320,647 | 696 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||