Position in PH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$306,151
-$521,050 QoQ
Shares Held
313
-66.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,477
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $10,419,025 across 17 Specialty Industrial Machinery names. PH ranks #15 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,401 | $2,820,838 | |
| 2 | CMI |
Cummins Inc
|
2,299 | $1,639,669 | |
| 3 | IR |
Ingersoll Rand Inc.
|
9,385 | $769,476 | |
| 4 | EMR |
Emerson Electric Co
|
3,859 | $552,415 | |
| 5 | RRX |
Regal Rexnord Corp
|
2,051 | $488,527 | |
| 6 | AME |
Ametek Inc/
|
1,921 | $464,766 | |
| 7 | DOV |
DOVER Corp
|
2,044 | $458,428 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,543 | $417,335 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,151 | 313 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $827,201 | 924 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $598,571 | 681 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||