Caldwell Trust Co

Bank

Position in PH — Parker-Hannifin Corp

CIK 2080218 Venice, FL

Position in PH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,916,753

-$317,749 QoQ

Shares Held

2,982

-17.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#707

of 1,973 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Caldwell Trust Co holds $17,139,339 across 16 Specialty Industrial Machinery names. PH ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	6,330	$4,514,619
2	EMR	Emerson Electric Co	28,347	$4,057,873
3	PH	Parker-Hannifin Corp This page	2,982	$2,916,753
4	GEV	GE Vernova Inc.	1,400	$1,644,803
5	ITW	Illinois Tool Works Inc	5,895	$1,594,420
6	DOV	DOVER Corp	4,173	$935,920
7	ETN	Eaton Corp plc	1,467	$625,118
8	ROK	Rockwell Automation, Inc	917	$453,988

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,916,753	2,982	-17.5%	Shares	Sole	2026-08-03
2026-03-31	$3,234,502	3,613	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$3,195,019	3,635	-0.9%	Shares	Sole	2026-01-30
2025-09-30	$2,780,136	3,667	-1.3%	Shares	Sole	2025-10-23
2025-06-30	$2,594,816	3,715	+4.9%	Shares	Sole	2025-09-22
2025-03-31	$2,151,789	3,540	-1.3%	Shares	Sole	2025-09-23
2024-12-31	$2,282,075	3,588	-0.6%	Shares	Sole	2025-09-24
2024-09-30	$2,280,870	3,610	-0.9%	Shares	Sole	2025-09-24
2024-06-30	$1,842,160	3,642	-6.3%	Shares	Sole	2025-09-24
2024-03-31	$2,160,911	3,888	-16.3%	Shares	Sole	2025-09-24
2023-12-31	$2,139,030	4,643	-1.0%	Shares	Sole	2025-10-01
2023-09-30	$1,826,069	4,688	-0.2%	Shares	Sole	2025-10-01
2023-06-30	$1,832,407	4,698	-0.9%	Shares	Sole	2025-10-01
2023-03-31	$1,594,169	4,743	-2.9%	Shares	Sole	2025-10-01
2022-12-31	$1,421,826	4,886	-0.5%	Shares	Sole	2025-10-01
2022-09-30	$1,189,984	4,911	0.0%	Shares	Sole	2025-10-01
2022-06-30	$1,208,351	4,911	0.0%	Shares	Sole	2025-10-02
2022-03-31	$1,393,545	4,911	-3.5%	Shares	Sole	2025-10-02
2021-12-31	$1,618,912	5,089	-1.7%	Shares	Sole	2025-10-02
2021-09-30	$1,447,033	5,175	-1.4%	Shares	Sole	2025-10-02
2021-06-30	$1,612,327	5,250	-2.8%	Shares	Sole	2025-10-02
2021-03-31	$1,703,952	5,402	-1.9%	Shares	Sole	2025-10-02
2020-12-31	$1,500,161	5,507	-0.9%	Shares	Sole	2025-10-02
2020-09-30	$1,124,403	5,557	-5.3%	Shares	Sole	2025-10-02
2020-06-30	$1,075,611	5,869	-2.6%	Shares	Sole	2025-10-02
2020-03-31	$781,493	6,024	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.