Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,060,282
+$494,232 QoQ
Shares Held
1,084
+68.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#996
of 1,972 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $43,917,532 across 14 Specialty Industrial Machinery names. PH ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,200 | $10,840,792 | |
| 2 | GEV |
GE Vernova Inc.
|
8,825 | $10,368,139 | |
| 3 | EMR |
Emerson Electric Co
|
50,913 | $7,288,195 | |
| 4 | ETN |
Eaton Corp plc
|
13,601 | $5,795,658 | |
| 5 | GNRC |
Generac Holdings Inc.
|
9,772 | $2,861,339 | |
| 6 | MIR |
Mirion Technologies, Inc.
|
78,781 | $1,412,543 | |
| 7 | OTIS |
Otis Worldwide Corp
|
16,244 | $1,163,070 | |
| 8 | CR |
Crane Co
|
4,899 | $1,092,819 |
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,282 | 1,084 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $566,050 | 644 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $884,761 | 1,167 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $912,900 | 1,307 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,866 | 518 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $284,941 | 448 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $352,555 | 558 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $217,498 | 430 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $205,086 | 369 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||