Position in EMR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$402,824
+$53,918 QoQ
Shares Held
2,814
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,566
of 2,282 holders
Holding Since
Mar 2020
26 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, 2026YHB Investment Advisors, Inc. holds $30,556,236 across 7 Specialty Industrial Machinery names. EMR ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,590 | $11,118,943 | |
| 2 | ETN |
Eaton Corp plc
|
23,468 | $10,000,184 | |
| 3 | GEV |
GE Vernova Inc.
|
5,392 | $6,334,845 | |
| 4 | OTIS |
Otis Worldwide Corp
|
18,301 | $1,310,351 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,382 | $1,185,199 | |
| 6 | EMR |
Emerson Electric Co
This page
|
2,814 | $402,824 | |
| 7 | RRX |
Regal Rexnord Corp
|
856 | $203,890 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,824 | 2,814 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $348,906 | 2,663 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $353,433 | 2,663 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $410,986 | 3,133 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $420,389 | 3,153 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $346,791 | 3,163 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $391,990 | 3,163 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $537,662 | 4,916 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $533,284 | 4,841 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $566,079 | 4,991 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $495,507 | 5,091 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $848,946 | 8,791 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $794,618 | 8,791 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $779,118 | 8,941 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $868,478 | 9,041 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $665,643 | 9,091 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $723,098 | 9,091 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $891,372 | 9,091 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $859,135 | 9,241 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $870,502 | 9,241 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $882,809 | 9,173 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $820,821 | 9,098 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $731,206 | 9,098 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $596,555 | 9,098 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,055,936 | 17,023 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $811,145 | 17,023 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||