Position in EMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,155,323
+$1,240,996 QoQ
Shares Held
154,770
-3.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#223
of 2,282 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Derivatives in EMR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,364,025
PutShares
23,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $171,741,834 across 21 Specialty Industrial Machinery names. EMR ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
43,848 | $51,515,260 | |
| 2 | ETN |
Eaton Corp plc
|
108,840 | $46,378,900 | |
| 3 | EMR |
Emerson Electric Co
This page
|
154,770 | $22,155,323 | |
| 4 | CMI |
Cummins Inc
|
16,967 | $12,101,033 | |
| 5 | PH |
Parker-Hannifin Corp
|
10,698 | $10,463,925 | |
| 6 | ITW |
Illinois Tool Works Inc
|
28,789 | $7,786,559 | |
| 7 | ROK |
Rockwell Automation, Inc
|
8,004 | $3,962,620 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
171,932 | $3,634,642 |
All Filings in EMR
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,155,323 | 154,770 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $3,364,025 | 23,500 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $20,914,327 | 159,627 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $2,751,420 | 21,000 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $23,936,051 | 180,350 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $5,985,672 | 45,100 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $23,667,757 | 180,422 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $5,916,218 | 45,100 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $6,013,183 | 45,100 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $16,809,578 | 126,075 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,944,764 | 45,100 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $14,188,291 | 129,408 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,589,243 | 45,100 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $15,521,364 | 125,243 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,296,770 | 21,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $8,707,053 | 79,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,435,669 | 31,188 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,515,565 | 30,996 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,388,770 | 24,543 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,238,650 | 43,892 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,972,309 | 21,820 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,486,346 | 17,057 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,727,623 | 28,395 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,555,266 | 21,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $365,406 | 4,594 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $944,221 | 9,630 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $870,013 | 9,358 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $409,770 | 4,350 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $442,126 | 4,594 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $311,710 | 3,455 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $235,162 | 2,926 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||