Position in EMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,685,709
+$4,754,316 QoQ
Shares Held
291,203
+3.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#149
of 2,286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. EMR ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
This page
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,685,709 | 291,203 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $36,931,393 | 281,876 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $31,199,817 | 235,080 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,948,670 | 220,679 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,198,361 | 211,493 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,848,098 | 208,392 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $24,550,408 | 198,099 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,201,404 | 184,707 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $20,042,386 | 181,939 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $19,949,216 | 175,888 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $15,674,217 | 161,042 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,625,394 | 172,159 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $14,804,164 | 163,781 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $13,576,760 | 155,804 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,219,746 | 158,440 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,657,649 | 159,214 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,134,383 | 152,557 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,365,109 | 146,508 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,296,584 | 132,264 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,859,214 | 125,894 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,630,410 | 120,848 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,366,995 | 148,160 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,581,075 | 144,097 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $9,252,582 | 141,110 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,966,264 | 128,426 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,167,053 | 129,424 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||