Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,726,020
+$249,787 QoQ
Shares Held
2,787
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#722
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $10,030,805 across 20 Specialty Industrial Machinery names. PH ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
2,787 | $2,726,020 | |
| 2 | AME |
Ametek Inc/
|
10,483 | $2,536,257 | |
| 3 | EMR |
Emerson Electric Co
|
10,373 | $1,484,894 | |
| 4 | PNR |
PENTAIR plc
|
18,461 | $1,415,220 | |
| 5 | GEV |
GE Vernova Inc.
|
390 | $458,195 | |
| 6 | CMI |
Cummins Inc
|
598 | $426,499 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,340 | $362,429 | |
| 8 | ROK |
Rockwell Automation, Inc
|
399 | $197,536 |
All Filings in PH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726,020 | 2,787 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,476,233 | 2,766 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,389,012 | 2,718 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,969,673 | 2,598 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,969 | 20 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,157 | 20 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16,536 | 26 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4 | 7 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $41,982 | 83 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $128,943 | 232 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $102,275 | 222 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $82,967 | 213 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $83,078 | 213 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $76,296 | 227 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $68,385 | 235 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $15,992 | 66 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,286 | 54 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,634 | 41 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,179 | 32 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,947 | 32 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,827 | 32 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $10,093 | 32 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,717 | 32 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,474 | 32 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,864 | 32 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $9,600 | 74 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||