Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$126,177
+$10,692 QoQ
Shares Held
129
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,712
of 1,973 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $724,736 across 10 Specialty Industrial Machinery names. PH ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
276 | $324,261 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
129 | $126,177 | |
| 3 | ITW |
Illinois Tool Works Inc
|
248 | $67,076 | |
| 4 | ETN |
Eaton Corp plc
|
147 | $62,639 | |
| 5 | EMR |
Emerson Electric Co
|
400 | $57,260 | |
| 6 | ROK |
Rockwell Automation, Inc
|
112 | $55,448 | |
| 7 | IR |
Ingersoll Rand Inc.
|
176 | $14,430 | |
| 8 | OTIS |
Otis Worldwide Corp
|
180 | $12,888 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,177 | 129 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $115,485 | 129 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $113,385 | 129 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $97,801 | 129 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $90,801 | 130 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $79,020 | 130 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $82,683 | 130 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $82,136 | 130 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $65,755 | 130 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $72,252 | 130 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $59,891 | 130 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $68,166 | 175 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $68,257 | 175 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $58,819 | 175 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $50,925 | 175 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $42,404 | 175 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $43,058 | 175 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $49,658 | 175 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $55,671 | 175 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $48,933 | 175 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $53,744 | 175 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $175 | 55,273 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $47,671 | 175 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $35,409 | 175 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $31,888 | 174 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $22,443 | 173 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||