BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in EMR — Emerson Electric Co
CIK 1654599
MORRISTOWN, NJ
Position in EMR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$331,392
+$28,081 QoQ
Shares Held
2,315
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,670
of 2,282 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $61,869,156 across 15 Specialty Industrial Machinery names. EMR ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
55,706 | $23,737,440 | |
| 2 | GEV |
GE Vernova Inc.
|
16,438 | $19,312,348 | |
| 3 | GNRC |
Generac Holdings Inc.
|
36,032 | $10,550,529 | |
| 4 | ITW |
Illinois Tool Works Inc
|
24,228 | $6,552,947 | |
| 5 | EMR |
Emerson Electric Co
This page
|
2,315 | $331,392 | |
| 6 | ROK |
Rockwell Automation, Inc
|
645 | $319,326 | |
| 7 | AME |
Ametek Inc/
|
1,045 | $252,827 | |
| 8 | MIDD |
MIDDLEBY Corp
|
1,819 | $251,650 |
All Filings in EMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,392 | 2,315 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $303,311 | 2,315 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $760,188 | 5,795 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $812,646 | 6,095 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $684,701 | 6,245 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $746,058 | 6,020 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $658,407 | 6,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $630,115 | 5,720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $648,762 | 5,720 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $558,090 | 5,734 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $571,694 | 5,920 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $536,916 | 5,940 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $544,189 | 6,245 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $599,894 | 6,245 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $457,258 | 6,245 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $496,727 | 6,245 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $644,776 | 6,576 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $611,928 | 6,582 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $585,924 | 6,220 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $598,612 | 6,220 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $570,190 | 6,320 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $519,993 | 6,470 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $424,237 | 6,470 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $401,334 | 6,470 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $308,295 | 6,470 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||