Position in EMR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$36,931,393
+$5,731,576 QoQ
Shares Held
281,876
+19.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3870496246576509.ToString("F0")%
Shared 0.ToString("F0")%
None 99.61295037534235.ToString("F0")%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Creative Planning holds $593,087,822 across 50 Specialty Industrial Machinery names. EMR ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
This page
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in EMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||