13F

Position

Segment Wealth Management, LLC in Parker-Hannifin Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $451.2K$878.95$895.23

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202528K$24.6M1.4%
Q1 202627.7K$24.8M$895.23$451.2K−$254.9K1.5%