Position in EMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,253,421
+$36,770 QoQ
Shares Held
8,756
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,006
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $23,675,904 across 9 Specialty Industrial Machinery names. EMR ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,392 | $7,509,705 | |
| 2 | AOS |
Smith A O Corp
|
113,297 | $7,105,987 | |
| 3 | ETN |
Eaton Corp plc
|
9,161 | $3,903,685 | |
| 4 | XYL |
Xylem Inc.
|
14,980 | $1,770,785 | |
| 5 | EMR |
Emerson Electric Co
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|
8,756 | $1,253,421 | |
| 6 | GNRC |
Generac Holdings Inc.
|
2,985 | $874,037 | |
| 7 | DOV |
DOVER Corp
|
3,450 | $773,766 | |
| 8 | OTIS |
Otis Worldwide Corp
|
3,915 | $280,314 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,421 | 8,756 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,216,651 | 9,286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,253,673 | 9,446 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,323,606 | 10,090 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,351,966 | 10,140 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,172,270 | 10,692 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,371,161 | 11,064 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,217,944 | 11,136 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,345,824 | 12,217 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,385,311 | 12,214 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $988,580 | 10,157 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,016,785 | 10,529 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $942,315 | 10,425 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $842,818 | 9,672 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $950,321 | 9,893 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $750,651 | 10,252 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $807,569 | 10,153 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $966,086 | 9,853 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $968,747 | 10,420 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,012,084 | 10,744 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,119,752 | 11,635 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,207,594 | 13,385 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,091,826 | 13,585 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $881,982 | 13,451 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $867,675 | 13,988 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $716,560 | 15,038 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||