Position in EMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,265,680
+$395,687 QoQ
Shares Held
22,813
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#664
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. EMR ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,057 | $9,465,847 | |
| 2 | ETN |
Eaton Corp plc
|
12,128 | $5,167,983 | |
| 3 | CMI |
Cummins Inc
|
6,837 | $4,876,216 | |
| 4 | AME |
Ametek Inc/
|
14,875 | $3,598,857 | |
| 5 | EMR |
Emerson Electric Co
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|
22,813 | $3,265,680 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,180 | $1,574,354 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,492 | $1,459,355 | |
| 8 | SYM |
Symbotic Inc.
|
27,569 | $1,239,226 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,265,680 | 22,813 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,869,993 | 21,905 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,875,776 | 21,668 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,894,355 | 22,064 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,897,794 | 21,734 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,380,832 | 21,715 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,055,494 | 24,655 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,749,561 | 25,140 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,777,684 | 25,215 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,863,968 | 25,251 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,075,464 | 21,324 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,060,224 | 21,334 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,238,779 | 24,768 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,619,932 | 18,590 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,941,468 | 20,211 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,098,958 | 15,009 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,170,590 | 14,717 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,443,982 | 14,727 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,380,976 | 14,854 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,341,125 | 14,237 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,369,880 | 14,234 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,283,830 | 14,230 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,100,345 | 13,691 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $898,899 | 13,709 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $842,925 | 13,589 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $644,323 | 13,522 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||