Position in PH
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$18,073,105
-$180,257 QoQ
Shares Held
20,188
-2.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.12383594214384784.ToString("F0")%
Shared 0.ToString("F0")%
None 99.87616405785616.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Clearstead Advisors, LLC holds $82,346,745 across 36 Specialty Industrial Machinery names. PH ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
92,720 | $33,163,162 | |
| 2 | PH |
Parker-Hannifin Corp
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|
20,188 | $18,073,105 | |
| 3 | GEV |
GE Vernova Inc.
|
9,461 | $8,258,506 | |
| 4 | EMR |
Emerson Electric Co
|
60,730 | $7,956,844 | |
| 5 | CMI |
Cummins Inc
|
6,272 | $3,374,461 | |
| 6 | ITW |
Illinois Tool Works Inc
|
12,212 | $3,178,661 | |
| 7 | NDSN |
Nordson Corp
|
10,313 | $2,743,876 | |
| 8 | AME |
Ametek Inc/
|
6,145 | $1,317,242 |
All Filings in PH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,073,105 | 20,188 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,253,362 | 20,767 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,766,487 | 20,796 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,649,709 | 20,974 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,237,757 | 21,778 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,232,604 | 20,805 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,141,856 | 20,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,521,859 | 20,802 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,326,423 | 13,182 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,007,067 | 13,039 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,377,036 | 11,237 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,449,576 | 11,408 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,832,326 | 11,402 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,290,919 | 11,309 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,646,267 | 10,921 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,679,976 | 10,892 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,182,398 | 7,691 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,398,475 | 10,683 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,927,341 | 10,469 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,474,692 | 8,058 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,484,957 | 7,878 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,727,624 | 6,342 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,281,216 | 6,332 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,022,096 | 5,577 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $723,504 | 5,577 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||