Position in PH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$629,909
+$108,880 QoQ
Shares Held
644
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,171
of 1,968 holders
Holding Since
Mar 2023
7 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $29,638,539 across 11 Specialty Industrial Machinery names. PH ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,256 | $16,748,804 | |
| 2 | CMI |
Cummins Inc
|
6,088 | $4,342,022 | |
| 3 | ETN |
Eaton Corp plc
|
7,019 | $2,990,936 | |
| 4 | EMR |
Emerson Electric Co
|
17,386 | $2,488,805 | |
| 5 | DOV |
DOVER Corp
|
5,230 | $1,172,984 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
644 | $629,909 | |
| 7 | FLS |
Flowserve Corp
|
4,317 | $320,148 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,153 | $311,851 |
All Filings in PH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,909 | 644 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $521,029 | 582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $335,762 | 382 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $206,974 | 273 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $225,512 | 371 | Shares | Sole | 2026-05-19 | |
| 2023-06-30 | $287,849 | 738 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $320,312 | 953 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||