Position in PH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$775,649
+$148,086 QoQ
Shares Held
793
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,094
of 1,972 holders
Holding Since
Jun 2024
8 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, 2026Optivise Advisory Services LLC holds $1,579,436 across 2 Specialty Industrial Machinery names. PH ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,127 | $803,787 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
793 | $775,649 |
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,649 | 793 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $627,563 | 701 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $721,626 | 821 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $437,452 | 577 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $273,101 | 391 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $223,688 | 368 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $242,618 | 384 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $249,870 | 494 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||