Presidio Capital Management, LLC PH PARKER-HANNIFIN CORP

Ownership history in Presidio Capital Management, LLC  ·  15 quarters on record

AI Ownership Summary

Presidio Capital Management, LLC reported PARKER-HANNIFIN CORP (PH) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows PH at 0.24% 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 Presidio Capital Management, LLC's position in PARKER-HANNIFIN CORP, 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 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

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.

How Presidio Capital Management, LLC 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 ADDED 920 +204 +28.5% 0.24% $824K 2026-04-08 $963.87
2025 Q4 UNCHANGED 716 0% 0.19% $629K 2026-01-15 $940.70
2025 Q3 UNCHANGED 716 0% 0.19% $543K 2025-11-07 $840.54
2025 Q2 UNCHANGED 716 0% 0.19% $500K 2025-07-09 $701.49
2025 Q1 REDUCED 716 -8 -1.1% 0.18% $435K 2025-04-08 $519.49
2024 Q4 ADDED 724 +8 +1.1% 0.25% $460K 2025-02-14 $692.27
2024 Q3 UNCHANGED 716 0% 0.29% $452K 2024-10-31 $623.89
2024 Q2 UNCHANGED 716 0% 0.25% $362K 2024-07-26 $544.20
2024 Q1 REDUCED 27.2% -9.6% 716 -268 -27.2% 0.29% $398K 2024-04-25 $537.48
2023 Q4 UNCHANGED 984 0% 0.35% $453K 2024-01-12 $449.05
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Presidio Capital Management, LLC and PH

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

How long has Presidio Capital Management, LLC reported owning PH?

Presidio Capital Management, LLC reported PH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PH position in Presidio Capital Management, LLC's portfolio?

The largest reported portfolio weight for PH was 0.35% in 2023 Q4.

What is the latest reported PH position on this page?

The most recent filing on this page is 2026 Q1, when Presidio Capital Management, LLC reported 920 shares, equal to 0.24% of portfolio, with an estimated market value of $824K.

What does the chart on this PH ownership page compare?

The chart compares Presidio Capital Management, LLC'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 Presidio Capital Management, LLC time their PH position?

Based on 13F filing dates vs. subsequent PH price moves, Presidio Capital Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PH relative to SPY over the holding period was +18.1%.

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