Position in EMR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,436,223
+$10,333 QoQ
Shares Held
10,033
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#963
of 2,282 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Montecito Bank & Trust holds $8,324,752 across 6 Specialty Industrial Machinery names. EMR ranks #4 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,004 | $2,132,303 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,657 | $1,530,048 | |
| 3 | CMI |
Cummins Inc
|
2,072 | $1,477,770 | |
| 4 | EMR |
Emerson Electric Co
This page
|
10,033 | $1,436,223 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,169 | $1,143,421 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,222 | $604,987 |
All Filings in EMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,223 | 10,033 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,425,890 | 10,883 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,448,638 | 10,915 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $1,435,108 | 10,940 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $1,227,858 | 11,199 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $1,396,690 | 11,270 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,238,068 | 11,320 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $1,215,504 | 11,034 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,255,445 | 11,069 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,093,112 | 11,231 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,171,973 | 12,136 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,098,780 | 12,156 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,084,369 | 12,444 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,248,876 | 13,001 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $957,423 | 13,076 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,025,588 | 12,894 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,285,826 | 13,114 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,219,208 | 13,114 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,217,723 | 12,927 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,236,395 | 12,847 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,122,516 | 12,442 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,032,111 | 12,842 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $857,589 | 13,079 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $811,289 | 13,079 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $635,841 | 13,344 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||