Position in PH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$642,624
+$50,871 QoQ
Shares Held
657
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,159
of 1,971 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,757,963 across 7 Specialty Industrial Machinery names. PH ranks #1 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
657 | $642,624 | |
| 2 | GEV |
GE Vernova Inc.
|
510 | $599,178 | |
| 3 | ETN |
Eaton Corp plc
|
901 | $383,934 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,268 | $342,955 | |
| 5 | CMI |
Cummins Inc
|
409 | $291,702 | |
| 6 | ROK |
Rockwell Automation, Inc
|
569 | $281,700 | |
| 7 | EMR |
Emerson Electric Co
|
1,508 | $215,870 |
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,624 | 657 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $591,753 | 661 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $363,010 | 413 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,973,296 | 54,286 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $282,880 | 405 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||