Position in EMR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,325,425
+$104,974 QoQ
Shares Held
9,259
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#996
of 2,282 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $13,033,233 across 8 Specialty Industrial Machinery names. EMR ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,302 | $3,879,387 | |
| 2 | ETN |
Eaton Corp plc
|
6,756 | $2,878,866 | |
| 3 | ITW |
Illinois Tool Works Inc
|
9,418 | $2,547,286 | |
| 4 | EMR |
Emerson Electric Co
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|
9,259 | $1,325,425 | |
| 5 | DOV |
DOVER Corp
|
3,997 | $896,447 | |
| 6 | CMI |
Cummins Inc
|
874 | $623,345 | |
| 7 | PH |
Parker-Hannifin Corp
|
473 | $462,650 | |
| 8 | ROK |
Rockwell Automation, Inc
|
848 | $419,827 |
All Filings in EMR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,425 | 9,259 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,220,451 | 9,315 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,173,908 | 8,845 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,171,568 | 8,931 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,190,770 | 8,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $975,796 | 8,900 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,058,114 | 8,538 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,006,641 | 9,204 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,040,240 | 9,443 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,025,657 | 9,043 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $858,353 | 8,819 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $880,042 | 9,113 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $825,712 | 9,135 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $800,555 | 9,187 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $902,099 | 9,391 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $628,007 | 8,577 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $711,564 | 8,946 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $883,528 | 9,011 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $837,752 | 9,011 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $805,504 | 8,551 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $837,095 | 8,698 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $786,718 | 8,720 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $667,472 | 8,305 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||