Position in PH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$487,103
+$41,274 QoQ
Shares Held
498
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,262
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $5,336,321 across 7 Specialty Industrial Machinery names. PH ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
8,172 | $2,210,280 | |
| 2 | ROK |
Rockwell Automation, Inc
|
1,971 | $975,802 | |
| 3 | CR |
Crane Co
|
2,945 | $656,941 | |
| 4 | PH |
Parker-Hannifin Corp
This page
|
498 | $487,103 | |
| 5 | EMR |
Emerson Electric Co
|
2,753 | $394,091 | |
| 6 | GEV |
GE Vernova Inc.
|
311 | $365,381 | |
| 7 | ETN |
Eaton Corp plc
|
579 | $246,723 |
All Filings in PH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,103 | 498 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $445,829 | 498 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $437,722 | 498 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $377,558 | 498 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $347,838 | 498 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $302,709 | 498 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $307,202 | 483 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $305,169 | 483 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $244,306 | 483 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $268,446 | 483 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||