Private Capital Advisors, Inc. PH PARKER HANNIFIN INC COM

Ownership history in Private Capital Advisors, Inc.  ·  73 quarters on record

AI Ownership Summary

Private Capital Advisors, Inc. reported PARKER HANNIFIN INC COM (PH) in 73 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows PH at 0.38% 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 Private Capital Advisors, Inc.'s position in PARKER HANNIFIN INC 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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 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.

How Private Capital Advisors, Inc. 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 UNCHANGED 3,727 0% 0.38% $3.3M 2026-05-12 $881.34
2025 Q4 UNCHANGED 3,727 0% 0.33% $3.3M 2026-02-09 $976.66
2025 Q3 UNCHANGED 3,727 0% 0.31% $2.8M 2025-11-12 $850.81
2025 Q2 UNCHANGED 3,727 0% 0.32% $2.6M 2025-08-14 (Est.) $738.92
2025 Q1 UNCHANGED 3,727 0% 0.27% $2.3M 2025-05-02 $611.96
2024 Q4 UNCHANGED 3,727 0% 0.28% $2.4M 2025-01-21 $669.11
2024 Q3 UNCHANGED 3,727 0% 0.26% $2.4M 2024-11-04 $627.75
2024 Q2 UNCHANGED 3,727 0% 0.21% $1.9M 2024-08-02 $508.77
2024 Q1 UNCHANGED 3,727 0% 0.26% $2.1M 2024-04-29 $542.43
2023 Q4 UNCHANGED 3,727 0% 0.26% $1.7M 2024-02-13 $500.55
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Private Capital Advisors, Inc. and PH

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

How long has Private Capital Advisors, Inc. reported owning PH?

Private Capital Advisors, Inc. reported PH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PH position in Private Capital Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PH was 0.38% in 2026 Q1.

What is the latest reported PH position on this page?

The most recent filing on this page is 2026 Q1, when Private Capital Advisors, Inc. reported 3,727 shares, equal to 0.38% of portfolio, with an estimated market value of $3.3M.

What does the chart on this PH ownership page compare?

The chart compares Private Capital Advisors, Inc.'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 Private Capital Advisors, Inc. time their PH position?

Based on 13F filing dates vs. subsequent PH price moves, Private Capital Advisors, Inc. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PH relative to SPY over the holding period was +4.2%.

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