Position in EMR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,019,693
+$336,581 QoQ
Shares Held
30,680
+10.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $216,998,261 across 28 Specialty Industrial Machinery names. EMR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
164,316 | $58,770,903 | |
| 2 | PH |
Parker-Hannifin Corp
|
54,588 | $48,869,361 | |
| 3 | XYL |
Xylem Inc.
|
365,274 | $43,650,243 | |
| 4 | GEV |
GE Vernova Inc.
|
29,156 | $25,450,272 | |
| 5 | ITT |
Itt Inc.
|
37,905 | $7,222,039 | |
| 6 | ROK |
Rockwell Automation, Inc
|
13,939 | $5,002,428 | |
| 7 | EMR |
Emerson Electric Co
This page
|
30,680 | $4,019,693 | |
| 8 | CMI |
Cummins Inc
|
6,487 | $3,490,135 |
All Filings in EMR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,019,693 | 30,680 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,683,112 | 27,751 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,104,112 | 23,663 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,994,058 | 22,456 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,161,442 | 19,714 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,412,545 | 19,467 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,907,522 | 17,441 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,876,906 | 17,038 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,689,958 | 14,900 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,658,405 | 17,039 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,080,908 | 11,193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,113,333 | 12,317 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,122,188 | 12,878 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,097,293 | 11,423 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $628,813 | 8,588 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $752,687 | 9,463 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $933,534 | 9,521 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $753,335 | 8,103 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $701,300 | 7,287 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $667,267 | 7,396 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $580,512 | 7,223 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $464,432 | 7,083 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $448,352 | 7,228 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $372,337 | 7,814 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||