Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$449,935
+$29,173 QoQ
Shares Held
460
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,299
of 1,971 holders
Holding Since
Mar 2020
25 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, 2026MIDDLETON & CO INC/MA holds $21,376,319 across 3 Specialty Industrial Machinery names. PH ranks #3 (2.1% of the industry book) .
All Filings in PH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,935 | 460 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $420,762 | 470 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $483,428 | 550 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $439,727 | 580 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $426,066 | 610 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $401,181 | 660 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $470,662 | 740 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $473,865 | 750 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $384,415 | 760 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $436,295 | 785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $361,649 | 785 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $305,773 | 785 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $335,434 | 860 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $289,054 | 860 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $263,355 | 905 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $219,290 | 905 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $222,675 | 905 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $263,896 | 930 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $311,757 | 980 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $274,027 | 980 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $300,967 | 980 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $307,823 | 1,130 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $238,761 | 1,180 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $216,258 | 1,180 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $211,459 | 1,630 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||