Position in EMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,671,021
+$1,698,901 QoQ
Shares Held
256,172
-4.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#163
of 2,286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $618,408,526 across 43 Specialty Industrial Machinery names. EMR ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
143,057 | $168,071,947 | |
| 2 | ETN |
Eaton Corp plc
|
180,184 | $76,780,006 | |
| 3 | AME |
Ametek Inc/
|
316,907 | $76,672,479 | |
| 4 | FLS |
Flowserve Corp
|
998,634 | $74,058,697 | |
| 5 | CMI |
Cummins Inc
|
60,158 | $42,905,287 | |
| 6 | EMR |
Emerson Electric Co
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|
256,172 | $36,671,021 | |
| 7 | ROK |
Rockwell Automation, Inc
|
37,187 | $18,410,539 | |
| 8 | GHM |
Graham Corp
|
143,494 | $17,763,122 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,671,021 | 256,172 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,972,120 | 266,922 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,625,761 | 245,824 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,433,235 | 231,996 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $31,239,752 | 234,304 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $25,917,909 | 236,391 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,317,022 | 220,423 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,043,900 | 219,840 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,563,917 | 222,984 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $25,286,762 | 222,948 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,291,037 | 249,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,122,299 | 260,146 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $19,378,802 | 214,391 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $186,433,067 | 2,139,466 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,436,538 | 171,107 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $112,549,024 | 1,537,135 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $235,436,570 | 2,959,977 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $289,268,874 | 2,950,218 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $273,349,092 | 2,940,186 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $277,056,047 | 2,941,147 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $280,616,399 | 2,915,798 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $262,063,206 | 2,904,713 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $232,556,060 | 2,893,568 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $190,592,646 | 2,906,705 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $180,763,732 | 2,914,134 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $138,836,327 | 2,913,669 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||