Summit Asset Management, LLC

Position in EMR — Emerson Electric Co

CIK 1509974 MEMPHIS, TN

Position in EMR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,557,661

+$207,163 QoQ

Shares Held

17,867

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#740

of 2,282 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Asset Management, LLC holds $6,033,340 across 4 Specialty Industrial Machinery names. EMR ranks #2 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	5,767	$2,855,126
2	EMR	Emerson Electric Co This page	17,867	$2,557,661
3	GEV	GE Vernova Inc.	357	$419,425
4	ETN	Eaton Corp plc	472	$201,128

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,557,661	17,867	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$2,350,498	17,940	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$2,384,580	17,967	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$2,354,812	17,951	+4.7%	Shares	Sole	2025-11-06
2025-06-30	$2,286,742	17,151	+8.9%	Shares	Sole	2025-08-07
2025-03-31	$1,726,939	15,751	+23.5%	Shares	Sole	2025-05-06
2024-12-31	$1,580,231	12,751	+2.4%	Shares	Sole	2025-02-04
2024-09-30	$1,361,765	12,451	+20.6%	Shares	Sole	2024-11-06
2024-06-30	$1,137,622	10,327	+27.1%	Shares	Sole	2024-08-05
2024-03-31	$921,650	8,126	+11.7%	Shares	Sole	2024-05-06
2023-12-31	$708,173	7,276	+15.9%	Shares	Sole	2024-02-06
2023-09-30	$606,073	6,276	+7.9%	Shares	Sole	2023-11-06
2023-06-30	$525,708	5,816	-9.8%	Shares	Sole	2023-08-07
2023-03-31	$562,140	6,451	+13.2%	Shares	Sole	2023-05-12
2022-12-31	$547,638	5,701	+8.6%	Shares	Sole	2023-02-13
2022-09-30	$384,478	5,251	+8.2%	Shares	Sole	2022-11-07
2022-06-30	$385,848	4,851	+16.4%	Shares	Sole	2022-08-10
2022-03-31	$408,574	4,167	+19.9%	Shares	Sole	2022-05-09
2021-12-31	$323,163	3,476	+5.7%	Shares	Sole	2022-02-11
2021-09-30	$309,918	3,290	+3.5%	Shares	Sole	2021-11-08
2021-06-30	$306,043	3,180	+15.0%	Shares	Sole	2021-08-06
2021-03-31	$249,458	2,765	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.