Position in EMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$459,511
+$60,163 QoQ
Shares Held
3,210
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,503
of 2,282 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Compass Ion Advisors, LLC holds $5,304,091 across 7 Specialty Industrial Machinery names. EMR ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
|
4,922 | $1,117,047 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,671 | $992,894 | |
| 3 | GGG |
Graco Inc
|
11,975 | $905,429 | |
| 4 | AME |
Ametek Inc/
|
3,486 | $843,402 | |
| 5 | GEV |
GE Vernova Inc.
|
581 | $682,592 | |
| 6 | EMR |
Emerson Electric Co
This page
|
3,210 | $459,511 | |
| 7 | PH |
Parker-Hannifin Corp
|
310 | $303,216 |
All Filings in EMR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,511 | 3,210 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $399,348 | 3,048 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $417,802 | 3,148 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $411,380 | 3,136 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $417,989 | 3,135 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $360,715 | 3,290 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $407,357 | 3,287 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $361,249 | 3,303 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $345,902 | 3,140 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $356,138 | 3,140 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $309,509 | 3,180 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $302,553 | 3,133 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||