Position in EMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$109,223
+$23,536 QoQ
Shares Held
763
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,019
of 2,282 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Colonial Trust Advisors holds $22,228,362 across 18 Specialty Industrial Machinery names. EMR ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
44,911 | $19,137,475 | |
| 2 | GEV |
GE Vernova Inc.
|
1,423 | $1,671,825 | |
| 3 | CMI |
Cummins Inc
|
770 | $549,171 | |
| 4 | PH |
Parker-Hannifin Corp
|
288 | $281,698 | |
| 5 | FLS |
Flowserve Corp
|
1,970 | $146,095 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,670 | $119,572 | |
| 7 | EMR |
Emerson Electric Co
This page
|
763 | $109,223 | |
| 8 | GNRC |
Generac Holdings Inc.
|
260 | $76,130 |
All Filings in EMR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,223 | 763 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $85,687 | 654 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $86,798 | 654 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $105,075 | 801 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $109,730 | 823 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $90,233 | 823 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $108,686 | 877 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $159,133 | 1,455 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $160,282 | 1,455 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $102,531 | 904 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $84,190 | 865 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $83,533 | 865 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $78,006 | 863 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $74,940 | 860 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $82,611 | 860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $71,243 | 973 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||