Position in PKOH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$653
+$221 QoQ
Shares Held
17
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 102 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PKOH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $2,233,216 across 40 Specialty Industrial Machinery names. PKOH ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
396 | $387,335 | |
| 2 | GEV |
GE Vernova Inc.
|
308 | $361,856 | |
| 3 | EMR |
Emerson Electric Co
|
1,726 | $247,076 | |
| 4 | CMI |
Cummins Inc
|
323 | $230,366 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,923 | $137,686 | |
| 6 | AME |
Ametek Inc/
|
485 | $117,340 | |
| 7 | ITW |
Illinois Tool Works Inc
|
380 | $102,778 | |
| 8 | CR |
Crane Co
|
395 | $88,112 |
All Filings in PKOH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653 | 17 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $432 | 18 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $376 | 18 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $531 | 25 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $43 | 2 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||