Waverly Advisors, LLC

Position in EMR — Emerson Electric Co

CIK 1568787 BIRMINGHAM, AL

Position in EMR

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

Position Value

$4,535,850

+$629,489 QoQ

Shares Held

31,686

+6.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#565

of 2,286 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $90,934,189 across 21 Specialty Industrial Machinery names. EMR ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	18,651	$21,912,313
2	ETN	Eaton Corp plc	49,690	$21,173,902
3	ITW	Illinois Tool Works Inc	49,290	$13,331,466
4	PNR	PENTAIR plc	83,636	$6,411,535
5	CMI	Cummins Inc	7,364	$5,252,078
6	AME	Ametek Inc/	21,098	$5,104,450
7	EMR	Emerson Electric Co This page	31,686	$4,535,850
8	PH	Parker-Hannifin Corp	4,327	$4,232,325

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,535,850	31,686	+6.3%	Shares	Sole	2026-08-14
2026-03-31	$3,906,361	29,815	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$3,946,561	29,736	+23.4%	Shares	Sole	2026-02-17
2025-09-30	$3,160,782	24,095	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$3,210,053	24,076	-7.8%	Shares	Sole	2025-08-14
2025-03-31	$2,862,481	26,108	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$3,020,421	24,372	+29.8%	Shares	Sole	2025-02-14
2024-09-30	$2,052,984	18,771	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$2,065,610	18,751	+17.7%	Shares	Sole	2024-08-14
2024-03-31	$1,806,213	15,925	+2.1%	Shares	Sole	2024-05-15
2023-12-31	$1,518,737	15,604	+3.2%	Shares	Sole	2024-02-14
2023-09-30	$1,459,848	15,117	+100.2%	Shares	Sole	2023-11-14
2023-06-30	$682,625	7,552	+73.3%	Shares	Sole	2023-08-15
2023-03-31	$379,756	4,358	+0.6%	Shares	Sole	2023-05-16
2022-12-31	$416,131	4,332	-5.9%	Shares	Sole	2023-02-15
2022-09-30	$336,958	4,602	+13.6%	Shares	Sole	2022-11-15
2022-06-30	$322,296	4,052	-1.6%	Shares	Sole	2022-08-15
2022-03-31	$403,769	4,118	+0.4%	Shares	Other	2022-05-17
2021-12-31	$381,362	4,102	-8.1%	Shares	Other	2022-02-15
2021-09-30	$420,320	4,462	0.0%	Shares	Other	2021-11-15
2021-06-30	$429,422	4,462	+0.5%	Shares	Other	2021-08-17
2021-03-31	$400,757	4,442	+7.4%	Shares	Sole	2021-05-24
2020-12-31	$332,490	4,137	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$269,754	4,114	-30.3%	Shares	Sole	2020-11-02
2020-06-30	$366,101	5,902	+0.1%	Shares	Sole	2020-08-17
2020-03-31	$280,944	5,896	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.