Position in PH
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$158,757,384
+$5,069,471 QoQ
Shares Held
177,335
+1.4% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56.70510615501734.ToString("F0")%
Shared 0.25206530013815664.ToString("F0")%
None 43.042828544844504.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $795,034,644 across 37 Specialty Industrial Machinery names. PH ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
690,956 | $247,134,231 | |
| 2 | EMR |
Emerson Electric Co
|
1,215,818 | $159,296,473 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
177,335 | $158,757,384 | |
| 4 | GEV |
GE Vernova Inc.
|
77,579 | $67,718,707 | |
| 5 | ROK |
Rockwell Automation, Inc
|
79,553 | $28,549,979 | |
| 6 | CMI |
Cummins Inc
|
52,780 | $28,396,695 | |
| 7 | ITW |
Illinois Tool Works Inc
|
53,058 | $13,810,466 | |
| 8 | XYL |
Xylem Inc.
|
70,492 | $8,423,793 |
All Filings in PH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,757,384 | 177,335 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $153,687,913 | 174,852 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $129,021,207 | 170,179 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $116,162,544 | 166,310 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $97,392,157 | 160,224 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $97,947,347 | 153,998 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $93,551,690 | 148,067 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $70,338,948 | 139,062 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $39,755,657 | 71,530 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $33,386,466 | 72,469 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $28,817,467 | 73,982 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,292,531 | 64,846 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $22,158,722 | 65,927 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $19,996,356 | 68,716 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $12,299,653 | 50,760 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $13,735,247 | 55,823 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $17,400,446 | 61,321 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $19,159,729 | 60,228 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,104,353 | 61,170 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $23,123,538 | 75,294 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,327,623 | 73,955 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $22,308,198 | 81,892 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $13,265,409 | 65,560 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $10,699,849 | 58,383 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $7,462,846 | 57,526 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||