Position in PH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,313,253
+$242,563 QoQ
Shares Held
2,365
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#756
of 1,972 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $11,472,410 across 7 Specialty Industrial Machinery names. PH ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
9,472 | $4,036,208 | |
| 2 | CMI |
Cummins Inc
|
3,396 | $2,422,061 | |
| 3 | PH |
Parker-Hannifin Corp
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|
2,365 | $2,313,253 | |
| 4 | AME |
Ametek Inc/
|
5,768 | $1,395,509 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,203 | $595,845 | |
| 6 | GEV |
GE Vernova Inc.
|
339 | $398,277 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,063 | $311,257 |
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,313,253 | 2,365 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,070,690 | 2,313 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,618,165 | 1,841 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,489,006 | 1,964 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,369,001 | 1,960 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $202,414 | 333 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $211,797 | 333 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||