Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$735,545
-$102,399 QoQ
Shares Held
752
-19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,113
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Advyzon Investment Management, LLC holds $7,198,735 across 9 Specialty Industrial Machinery names. PH ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,091 | $2,204,531 | |
| 2 | GEV |
GE Vernova Inc.
|
1,483 | $1,742,317 | |
| 3 | ETN |
Eaton Corp plc
|
2,573 | $1,096,406 | |
| 4 | PH |
Parker-Hannifin Corp
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|
752 | $735,545 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,368 | $370,002 | |
| 6 | EMR |
Emerson Electric Co
|
2,289 | $327,669 | |
| 7 | WTS |
Watts Water Technologies Inc
|
811 | $317,465 | |
| 8 | IR |
Ingersoll Rand Inc.
|
2,643 | $216,698 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,545 | 752 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $837,944 | 936 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $566,929 | 645 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||