EXENCIAL WEALTH ADVISORS, LLC

Position in EMR — Emerson Electric Co

CIK 1576151 OKLAHOMA CITY, OK

Position in EMR

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,254,950

-$190,153 QoQ

Shares Held

40,108

-2.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Industrials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $46,865,549 across 11 Specialty Industrial Machinery names. EMR ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	66,373	$23,739,630
2	XYL	Xylem Inc.	80,251	$9,589,994
3	EMR	Emerson Electric Co This page	40,108	$5,254,950
4	PH	Parker-Hannifin Corp	4,632	$4,146,751
5	GEV	GE Vernova Inc.	1,807	$1,577,330
6	ITW	Illinois Tool Works Inc	4,004	$1,042,201
7	KAI	Kadant Inc	1,549	$452,850
8	OTIS	Otis Worldwide Corp	4,185	$322,579

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,254,950	40,108	-2.2%	Shares	Sole	2026-04-28
2025-12-31	$5,445,103	41,027	-4.8%	Shares	Sole	2026-01-30
2025-09-30	$5,655,169	43,110	-2.4%	Shares	Sole	2025-10-27
2025-06-30	$5,887,986	44,161	-1.8%	Shares	Sole	2025-07-30
2025-03-31	$4,932,813	44,991	+0.6%	Shares	Sole	2025-05-09
2024-12-31	$5,540,042	44,703	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$4,968,460	45,428	-2.2%	Shares	Sole	2024-10-31
2024-06-30	$5,118,253	46,462	-4.2%	Shares	Sole	2024-08-12
2024-03-31	$5,501,777	48,508	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$4,780,070	49,112	+17.6%	Shares	Sole	2024-02-13
2023-09-30	$4,032,183	41,754	-1.0%	Shares	Sole	2023-11-08
2023-06-30	$3,811,746	42,170	+12.2%	Shares	Sole	2023-08-10
2023-03-31	$3,274,372	37,576	+3.5%	Shares	Sole	2023-05-02
2022-12-31	$3,487,074	36,301	+8.6%	Shares	Sole	2023-02-14
2022-09-30	$2,448,257	33,437	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$2,618,695	32,923	+0.4%	Shares	Sole	2022-08-11
2022-03-31	$3,216,628	32,806	+3.0%	Shares	Sole	2022-05-12
2021-12-31	$2,961,373	31,853	-2.0%	Shares	Sole	2022-02-10
2021-09-30	$3,062,913	32,515	+18.3%	Shares	Sole	2021-11-04
2021-06-30	$2,644,675	27,480	-10.7%	Shares	Sole	2021-08-16
2021-03-31	$2,777,422	30,785	+12.2%	Shares	Sole	2021-05-06
2020-12-31	$2,205,674	27,444	-42.7%	Shares	Sole	2021-02-11
2020-09-30	$3,142,114	47,920	+67.7%	Shares	Sole	2020-11-13
2020-06-30	$1,772,445	28,574	+124.4%	Shares	Sole	2020-08-17
2020-03-31	$606,727	12,733	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.