AssuredPartners Investment Advisors, LLC
Position in PH — Parker-Hannifin Corp
CIK 2055492
Tampa, FL
Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$314,954
-$181,008 QoQ
Shares Held
322
-41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,470
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $6,714,757 across 7 Specialty Industrial Machinery names. PH ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,564 | $3,649,291 | |
| 2 | EMR |
Emerson Electric Co
|
10,701 | $1,531,848 | |
| 3 | CMI |
Cummins Inc
|
779 | $555,590 | |
| 4 | PH |
Parker-Hannifin Corp
This page
|
322 | $314,954 | |
| 5 | DOV |
DOVER Corp
|
1,064 | $238,633 | |
| 6 | GHM |
Graham Corp
|
1,725 | $213,537 | |
| 7 | ROK |
Rockwell Automation, Inc
|
426 | $210,904 |
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,954 | 322 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $495,962 | 554 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $661,856 | 753 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $357,088 | 471 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $283,578 | 406 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $616,359 | 1,014 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $604,228 | 950 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||