Position in PH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$160,411
-$8,789 QoQ
Shares Held
164
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,696
of 1,971 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NBT BANK N A /NY holds $18,341,266 across 16 Specialty Industrial Machinery names. PH ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
12,810 | $5,458,597 | |
| 2 | IR |
Ingersoll Rand Inc.
|
56,689 | $4,647,930 | |
| 3 | EMR |
Emerson Electric Co
|
15,758 | $2,255,756 | |
| 4 | GEV |
GE Vernova Inc.
|
1,584 | $1,860,977 | |
| 5 | OTIS |
Otis Worldwide Corp
|
14,556 | $1,042,209 | |
| 6 | CMI |
Cummins Inc
|
1,309 | $933,591 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,361 | $638,578 | |
| 8 | XYL |
Xylem Inc.
|
3,996 | $472,366 |
All Filings in PH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,411 | 164 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $169,200 | 189 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $103,717 | 118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $89,461 | 118 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $82,419 | 118 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $71,726 | 118 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $75,051 | 118 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $74,554 | 118 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||