HERITAGE INVESTORS MANAGEMENT CORP

Position in PKOH — Park Ohio Holdings Corp

CIK 937589 BETHESDA, MD

Position in PKOH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$599,051

+$224,508 QoQ

Shares Held

15,580

0.0% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#44

of 102 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $12,999,737 across 6 Specialty Industrial Machinery names. PKOH ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,153	$6,054,053
2	GHM	Graham Corp	33,701	$4,171,846
3	OTIS	Otis Worldwide Corp	21,791	$1,560,235
4	PKOH	Park Ohio Holdings Corp This page	15,580	$599,051
5	ETN	Eaton Corp plc	900	$383,508
6	EMR	Emerson Electric Co	1,614	$231,044

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,051	15,580	0.0%	Shares	Sole	2026-08-04
2026-03-31	$374,543	15,580	0.0%	Shares	Sole	2026-04-24
2025-12-31	$326,245	15,580	0.0%	Shares	Sole	2026-02-06
2025-09-30	$330,919	15,580	0.0%	Shares	Sole	2025-11-04
2025-06-30	$278,258	15,580	0.0%	Shares	Sole	2025-08-04
2025-03-31	$336,528	15,580	0.0%	Shares	Sole	2025-05-05
2024-12-31	$409,286	15,580	-1.9%	Shares	Sole	2025-02-05
2024-09-30	$487,516	15,880	+1.9%	Shares	Sole	2024-10-30
2024-06-30	$403,366	15,580	0.0%	Shares	Sole	2024-07-30
2024-03-31	$415,674	15,580	0.0%	Shares	Sole	2024-04-29
2023-12-31	$420,036	15,580	-12.7%	Shares	Sole	2024-02-07
2023-09-30	$355,274	17,844	-5.9%	Shares	Sole	2023-11-09
2023-06-30	$360,411	18,969	0.0%	Shares	Sole	2023-08-01
2023-03-31	$229,145	18,969	0.0%	Shares	Sole	2023-05-01
2022-12-31	$231,990	18,969	-4.9%	Shares	Sole	2023-02-06
2022-09-30	$225,577	19,945	0.0%	Shares	Sole	2022-10-27
2022-06-30	$316,327	19,945	+0.6%	Shares	Sole	2022-08-01
2022-03-31	$278,937	19,825	0.0%	Shares	Sole	2022-05-02
2021-12-31	$419,695	19,825	-24.0%	Shares	Sole	2022-01-28
2021-09-30	$665,816	26,090	0.0%	Shares	Sole	2021-10-28
2021-06-30	$838,532	26,090	0.0%	Shares	Sole	2021-07-29
2021-03-31	$821,574	26,090	0.0%	Shares	Sole	2021-04-23
2020-12-31	$806,181	26,090	0.0%	Shares	Sole	2021-01-28
2020-09-30	$419,266	26,090	+2.4%	Shares	Sole	2020-10-29
2020-06-30	$422,879	25,490	+79.9%	Shares	Sole	2020-07-24
2020-03-31	$268,360	14,169	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.