Position in EMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,873,587
+$1,245,961 QoQ
Shares Held
41,031
+16.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#487
of 2,282 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. EMR ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
This page
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
|
21,455 | $4,811,927 |
All Filings in EMR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,873,587 | 41,031 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,627,626 | 35,320 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,814,019 | 36,272 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,488,287 | 33,663 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,813,472 | 25,661 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,213,752 | 25,932 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,087,266 | 37,371 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,311,487 | 20,983 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $790,991 | 6,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $680,434 | 6,991 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $538,474 | 5,576 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $891,697 | 9,865 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,208,021 | 13,863 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $787,595 | 8,199 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $581,676 | 7,313 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $423,772 | 4,322 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $499,899 | 5,377 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $475,427 | 5,047 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $330,103 | 3,430 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $259,111 | 2,872 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||