Position in PH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,337,706
+$193,607 QoQ
Shares Held
2,390
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#752
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026Taylor Financial Group, Inc. holds $5,195,947 across 5 Specialty Industrial Machinery names. PH ranks #1 (45.0% of the industry book) .
All Filings in PH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,706 | 2,390 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,144,099 | 2,395 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,105,109 | 2,395 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,815,769 | 2,395 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,678,423 | 2,403 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,475,859 | 2,428 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,551,913 | 2,440 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,542,272 | 2,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,220,519 | 2,413 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,341,121 | 2,413 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,146,682 | 2,489 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||