Position in EMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,097,816
+$211,335 QoQ
Shares Held
7,669
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,056
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $11,187,543 across 11 Specialty Industrial Machinery names. EMR ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,758 | $2,680,242 | |
| 2 | GEV |
GE Vernova Inc.
|
1,597 | $1,876,251 | |
| 3 | ETN |
Eaton Corp plc
|
3,032 | $1,291,995 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,559 | $1,233,071 | |
| 5 | EMR |
Emerson Electric Co
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|
7,669 | $1,097,816 | |
| 6 | PH |
Parker-Hannifin Corp
|
848 | $829,445 | |
| 7 | WTS |
Watts Water Technologies Inc
|
2,038 | $797,774 | |
| 8 | CSW |
Csw Industrials, Inc.
|
1,986 | $552,703 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,816 | 7,669 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $886,481 | 6,766 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $843,567 | 6,356 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $789,572 | 6,019 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $791,179 | 5,934 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $616,176 | 5,620 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $670,336 | 5,409 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $440,869 | 4,031 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $435,021 | 3,949 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $43,780 | 386 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,190,345 | 12,230 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,237,061 | 12,810 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,145,421 | 12,672 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,032,173 | 11,845 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,216,983 | 12,669 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $971,189 | 13,264 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,031,792 | 12,972 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,269,943 | 12,952 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,130,608 | 12,161 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,153,855 | 12,249 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,438,980 | 14,952 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,370,261 | 15,188 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,386,703 | 17,254 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,054,037 | 16,075 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $700,690 | 11,296 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $349,083 | 7,326 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||