Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,508
+$24,384 QoQ
Shares Held
251
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,594
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Peak Planning Group, LLC holds $2,765,155 across 2 Specialty Industrial Machinery names. PH ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,913 | $2,519,647 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
251 | $245,508 |
All Filings in PH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,508 | 251 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $221,124 | 247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $217,103 | 247 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||