Position in EMR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,826,153
+$663,159 QoQ
Shares Held
54,671
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#421
of 2,282 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Morningstar Investment Management LLC holds $33,690,453 across 13 Specialty Industrial Machinery names. EMR ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
16,181 | $8,010,889 | |
| 2 | EMR |
Emerson Electric Co
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|
54,671 | $7,826,153 | |
| 3 | OTIS |
Otis Worldwide Corp
|
68,541 | $4,907,535 | |
| 4 | IEX |
Idex Corp /De/
|
16,631 | $3,774,405 | |
| 5 | ITW |
Illinois Tool Works Inc
|
13,414 | $3,628,084 | |
| 6 | AME |
Ametek Inc/
|
4,514 | $1,092,117 | |
| 7 | NDSN |
Nordson Corp
|
2,846 | $858,609 | |
| 8 | GGG |
Graco Inc
|
9,919 | $749,975 |
All Filings in EMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,826,153 | 54,671 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,162,994 | 54,671 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,448,958 | 86,264 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,455,687 | 87,328 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $878,511 | 6,589 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $1,122,186 | 9,055 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,105,183 | 10,105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,121,759 | 10,183 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,248,981 | 11,012 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,071,797 | 11,012 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,050,295 | 10,876 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $1,031,078 | 11,407 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $449,903 | 5,163 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $421,127 | 4,384 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||