Position in EMR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,183,421
+$153,211 QoQ
Shares Held
8,267
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,030
of 2,282 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. EMR ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
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|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in EMR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,421 | 8,267 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,030,210 | 7,863 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,261,636 | 9,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,315,079 | 10,025 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,079,814 | 15,599 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,475,360 | 36,112 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $4,005,785 | 36,626 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,193,020 | 38,063 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,292,379 | 37,845 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,204,298 | 32,922 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,654,691 | 37,845 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,190,134 | 35,293 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,457,889 | 39,682 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,781,113 | 39,362 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,318,143 | 31,660 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,862,905 | 23,421 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,325,059 | 23,713 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,119,623 | 22,799 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,127,883 | 22,589 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,024,697 | 21,038 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,913,925 | 21,214 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $939,122 | 11,685 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $978,368 | 14,921 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $537,613 | 8,667 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $329,928 | 6,924 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||