Position in PH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$608,390
+$154,504 QoQ
Shares Held
622
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,187
of 1,971 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, 2026WealthPoint Financial, LLC holds $910,077 across 2 Specialty Industrial Machinery names. PH ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
622 | $608,390 | |
| 2 | CMI |
Cummins Inc
|
423 | $301,687 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,390 | 622 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $453,886 | 507 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $445,632 | 507 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||