Regal Investment Advisors LLC

Position in EMR — Emerson Electric Co

CIK 1559789 KENTWOOD, MI

Position in EMR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,531,785

+$355,014 QoQ

Shares Held

66,586

-4.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#382

of 2,286 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 3% Shared 33% None 64%

Industrials · as of Jun 30, 2026

Regal Investment Advisors LLC holds $15,391,399 across 5 Specialty Industrial Machinery names. EMR ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	66,586	$9,531,785
2	GNRC	Generac Holdings Inc.	6,963	$2,038,836
3	ETN	Eaton Corp plc	4,266	$1,817,827
4	GEV	GE Vernova Inc.	1,457	$1,711,771
5	SMR	NUSCALE POWER Corp	29,031	$291,180

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,531,785	66,586	-4.9%	Shares	Sole	2026-08-14
2026-03-31	$9,176,771	70,041	+0.5%	Shares	Sole	2026-05-14
2025-12-31	$9,253,238	69,720	+2.7%	Shares	Sole	2026-02-17
2025-09-30	$8,904,760	67,882	+6.6%	Shares	Sole	2025-11-13
2025-06-30	$8,493,920	63,706	+1.8%	Shares	Sole	2025-08-11
2025-03-31	$6,858,201	62,552	-27.3%	Shares	Sole	2025-05-12
2024-12-31	$10,655,997	85,984	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$9,601,592	87,790	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$9,847,753	89,395	-7.1%	Shares	Sole	2024-08-15
2024-03-31	$10,916,221	96,246	-3.6%	Shares	Sole	2024-05-15
2023-12-31	$9,718,011	99,846	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$9,655,841	99,988	-3.3%	Shares	Sole	2023-11-13
2023-06-30	$9,344,337	103,378	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$9,064,302	104,020	-1.3%	Shares	Sole	2023-05-11
2022-12-31	$10,121,554	105,367	+2.5%	Shares	Sole	2023-03-01
2022-09-30	$7,524,819	102,770	+5.9%	Shares	Sole	2022-11-15
2022-06-30	$7,715,459	97,001	+2.6%	Shares	Sole	2022-08-09
2022-03-31	$9,265,823	94,501	+1.6%	Shares	Sole	2022-05-09
2021-12-31	$8,644,815	92,985	+1.1%	Shares	Sole	2022-02-10
2021-09-30	$8,661,501	91,948	+8.7%	Shares	Sole	2021-11-05
2021-06-30	$8,139,401	84,574	-19.7%	Shares	Sole	2021-08-09
2020-12-31	$8,469,470	105,381	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.