Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,064,194
+$54,364 QoQ
Shares Held
1,088
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#992
of 1,968 holders
Holding Since
Dec 2025
3 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, 2026Pitcairn Wealth Advisors LLC holds $4,891,787 across 7 Specialty Industrial Machinery names. PH ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
2,039 | $1,454,235 | |
| 2 | ETN |
Eaton Corp plc
|
2,800 | $1,193,136 | |
| 3 | PH |
Parker-Hannifin Corp
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|
1,088 | $1,064,194 | |
| 4 | GNRC |
Generac Holdings Inc.
|
1,332 | $390,022 | |
| 5 | NPO |
Enpro Inc.
|
770 | $290,236 | |
| 6 | GEV |
GE Vernova Inc.
|
226 | $265,518 | |
| 7 | CR |
Crane Co
|
1,051 | $234,446 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,194 | 1,088 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,009,830 | 1,128 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $991,466 | 1,128 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||