HOMESTEAD ADVISERS CORP PH — PARKER HANNIFIN CORP COM

Ownership history in HOMESTEAD ADVISERS CORP  ·  74 quarters on record

AI Ownership Summary

HOMESTEAD ADVISERS CORP reported PARKER HANNIFIN CORP COM (PH) in 74 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.28% in 2024 Q1. The latest visible filing shows PH at 3.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOMESTEAD ADVISERS CORP's position in PARKER HANNIFIN CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PH was reported at 3.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.28% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PH stock page HOMESTEAD ADVISERS CORP fund profile HOMESTEAD ADVISERS CORP full holdings
How HOMESTEAD ADVISERS CORP held PH — position size vs. price
% of Fund (quarterly)    PH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 141,927 -1,600 -1.1% 3.39% $126.4M 2026-05-08 $878.83
2025 Q4 REDUCED 12.2% +2.0% ❌ 143,527 -19,853 -12.2% 3.34% $126.2M 2026-02-10 $989.33
2025 Q3 REDUCED 12.9% +17.7% ❌ 163,380 -24,200 -12.9% 2.95% $123.9M 2025-11-05 $769.30
2025 Q2 REDUCED 10.0% +8.1% ❌ 187,580 -20,900 -10.0% 3.10% $131.0M 2025-08-05 $708.72
2025 Q1 REDUCED 8.1% +15.2% ❌ 208,480 -18,400 -8.1% 3.10% $126.7M 2025-05-06 $606.92
2024 Q4 REDUCED 15.3% -4.2% ✅ 226,880 -41,000 -15.3% 3.48% $144.3M 2025-02-12 $670.69
2024 Q3 REDUCED 14.8% +1.0% ❌ 267,880 -46,500 -14.8% 4.03% $169.3M 2024-11-01 $624.83
2024 Q2 REDUCED — — — 314,380 -13,600 -4.1% 3.92% $159.0M 2024-07-23 $541.30
2024 Q1 REDUCED — — — 327,980 -7,000 -2.1% 4.28% $182.4M 2024-05-10 $550.59
2023 Q4 REDUCED 11.0% +19.9% ❌ 334,980 -41,400 -11.0% 3.94% $154.3M 2024-02-13 $500.55
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PH

As of 2026 Q1 — sorted by position size

Tempo Wealth, LLC 14.38% Fullerton Fund Management Co Ltd. 3Y 7Y 8.09% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 6.01% Spahn Wealth & Retirement LLC 5.78% C WorldWide Group Holding A/S 3Y 7Y 5.46% SMA Capital LLC 5.39% Regents Gate Capital LLP 5.3% UNIO CAPITAL LLC 3Y 7Y 4.75% Cartenna Capital, LP 3Y 4.65% Raub Brock Capital Management LP 3Y 7Y 4.49%

FAQ About HOMESTEAD ADVISERS CORP and PH

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOMESTEAD ADVISERS CORP reported owning PH?

HOMESTEAD ADVISERS CORP reported PH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PH position in HOMESTEAD ADVISERS CORP's portfolio?

The largest reported portfolio weight for PH was 4.28% in 2024 Q1.

What is the latest reported PH position on this page?

The most recent filing on this page is 2026 Q1, when HOMESTEAD ADVISERS CORP reported 141,927 shares, equal to 3.39% of portfolio, with an estimated market value of $126.4M.

What does the chart on this PH ownership page compare?

The chart compares HOMESTEAD ADVISERS CORP's quarterly PH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HOMESTEAD ADVISERS CORP time their PH position?

Based on 13F filing dates vs. subsequent PH price moves, HOMESTEAD ADVISERS CORP correctly timed 16 out of 39 reported position changes (41%). The annualised alpha on PH relative to SPY over the holding period was +9.5%.

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