ProVise Management Group, LLC

Position in EMR — Emerson Electric Co

CIK 1305707 CLEARWATER, FL

Position in EMR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$595,360

+$48,090 QoQ

Shares Held

4,159

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,349

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

ProVise Management Group, LLC holds $1,926,110 across 4 Specialty Industrial Machinery names. EMR ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	8,365	$598,934
2	EMR	Emerson Electric Co This page	4,159	$595,360
3	ROK	Rockwell Automation, Inc	1,046	$517,853
4	CMI	Cummins Inc	300	$213,963

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,360	4,159	-0.4%	Shares	Sole	2026-08-03
2026-03-31	$547,270	4,177	-8.7%	Shares	Sole	2026-05-07
2025-12-31	$607,194	4,575	+56.7%	Shares	Sole	2026-01-29
2025-09-30	$383,045	2,920	-13.4%	Shares	Sole	2025-11-13
2025-06-30	$449,322	3,370	0.0%	Shares	Sole	2025-08-08
2025-03-31	$369,486	3,370	-15.7%	Shares	Sole	2025-05-08
2024-12-31	$495,348	3,997	-56.1%	Shares	Sole	2025-02-11
2024-09-30	$996,141	9,108	-5.6%	Shares	Sole	2024-11-12
2024-06-30	$1,063,044	9,650	-2.0%	Shares	Sole	2024-08-12
2024-03-31	$1,117,187	9,850	-7.5%	Shares	Sole	2024-05-09
2023-12-31	$1,036,564	10,650	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,028,470	10,650	-2.7%	Shares	Sole	2023-11-08
2023-06-30	$989,770	10,950	-5.8%	Shares	Sole	2023-08-24
2023-03-31	$1,012,566	11,620	-34.4%	Shares	Sole	2023-05-08
2022-12-31	$1,701,030	17,708	-0.5%	Shares	Sole	2023-02-10
2022-09-30	$1,303,316	17,800	-2.5%	Shares	Sole	2022-11-09
2022-06-30	$1,452,400	18,260	-3.6%	Shares	Sole	2022-08-08
2022-03-31	$1,856,576	18,935	-20.1%	Shares	Sole	2022-04-27
2021-12-31	$2,204,318	23,710	-2.2%	Shares	Sole	2022-01-18
2021-09-30	$2,284,161	24,248	-4.4%	Shares	Sole	2021-10-20
2021-06-30	$2,441,416	25,368	-1.5%	Shares	Sole	2021-08-06
2021-03-31	$2,323,886	25,758	-0.1%	Shares	Sole	2021-04-22
2020-12-31	$2,072,179	25,783	-0.6%	Shares	Sole	2021-01-19
2020-09-30	$1,700,426	25,933	+0.5%	Shares	Sole	2020-10-26
2020-06-30	$1,600,560	25,803	-10.6%	Shares	Sole	2020-08-07
2020-03-31	$1,375,893	28,875	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.