Position in EMR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,267,352
+$330,702 QoQ
Shares Held
15,839
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#283
of 1,015 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $43,814,564 across 17 Specialty Industrial Machinery names. EMR ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,930 | $18,715,519 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,339 | $5,222,182 | |
| 3 | ETN |
Eaton Corp plc
|
11,976 | $5,103,213 | |
| 4 | CMI |
Cummins Inc
|
6,400 | $4,564,544 | |
| 5 | EMR |
Emerson Electric Co
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|
15,839 | $2,267,352 | |
| 6 | ROK |
Rockwell Automation, Inc
|
4,072 | $2,015,965 | |
| 7 | ITW |
Illinois Tool Works Inc
|
5,910 | $1,598,477 | |
| 8 | OTIS |
Otis Worldwide Corp
|
19,033 | $1,362,762 |
All Filings in EMR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,267,352 | 15,839 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,936,650 | 14,592 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,226,124 | 16,970 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,216,077 | 16,621 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,384,533 | 12,628 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $828,100 | 6,682 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $753,449 | 6,889 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $754,155 | 6,846 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $806,075 | 7,107 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $686,955 | 7,058 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $443,063 | 4,588 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $410,009 | 4,536 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $395,441 | 4,538 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $452,922 | 4,715 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $360,754 | 4,927 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $319,273 | 4,014 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $406,417 | 4,145 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $343,338 | 3,693 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $343,170 | 3,643 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $367,733 | 3,821 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $205,611 | 2,279 | Shares | Sole | 2021-04-28 | |
| 2020-09-30 | $724,482 | 11,049 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||