FIRST FOUNDATION ADVISORS

Endowment

Position in EMR — Emerson Electric Co

CIK 1086763 Irvine, CA

Position in EMR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$563,008

+$28,841 QoQ

Shares Held

3,933

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,379

of 2,282 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $5,658,044 across 5 Specialty Industrial Machinery names. EMR ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,819	$2,137,069
2	ROK	Rockwell Automation, Inc	2,861	$1,416,423
3	PH	Parker-Hannifin Corp	1,082	$1,058,325
4	EMR	Emerson Electric Co This page	3,933	$563,008
5	ETN	Eaton Corp plc	1,134	$483,219

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,008	3,933	-3.5%	Shares	Defined	2026-08-14
2026-03-31	$534,167	4,077	-17.3%	Shares	Defined	2026-05-04
2025-12-31	$654,043	4,928	0.0%	Shares	Defined	2026-02-04
2025-09-30	$646,454	4,928	0.0%	Shares	Sole	2025-11-17
2025-06-30	$657,049	4,928	0.0%	Shares	Sole	2025-08-14
2025-03-31	$540,305	4,928	-13.8%	Shares	Sole	2025-05-08
2024-12-31	$708,879	5,720	0.0%	Shares	Sole	2025-02-13
2024-09-30	$625,595	5,720	-6.5%	Shares	Sole	2024-11-14
2024-06-30	$674,068	6,119	+20.6%	Shares	Sole	2024-08-06
2024-03-31	$575,606	5,075	+11.4%	Shares	Sole	2024-05-10
2023-12-31	$443,238	4,554	-21.4%	Shares	Sole	2024-02-14
2023-09-30	$559,526	5,794	+4.6%	Shares	Sole	2023-11-15
2023-06-30	$500,850	5,541	+9.2%	Shares	Sole	2023-08-14
2023-03-31	$442,148	5,074	-11.5%	Shares	Sole	2023-05-12
2022-12-31	$550,519	5,731	-8.2%	Shares	Sole	2023-02-14
2022-09-30	$457,332	6,246	-13.1%	Shares	Sole	2022-11-14
2022-06-30	$571,653	7,187	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$704,391	7,184	+0.3%	Shares	Sole	2022-05-05
2021-12-31	$665,944	7,163	-2.8%	Shares	Sole	2022-02-14
2021-09-30	$694,065	7,368	+4.9%	Shares	Sole	2021-11-15
2021-06-30	$675,893	7,023	-3.1%	Shares	Sole	2021-08-13
2021-03-31	$653,734	7,246	+0.4%	Shares	Sole	2021-05-18
2020-12-31	$580,030	7,217	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$477,218	7,278	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$450,958	7,270	-10.0%	Shares	Sole	2020-08-14
2020-03-31	$385,012	8,080	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.