Position in EMR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$173,151,577
+$172,234,482 QoQ
Shares Held
1,321,566
+19025.4% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Phoenix Financial Ltd. holds $187,199,024 across 18 Specialty Industrial Machinery names. EMR ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
1,321,566 | $173,151,577 | |
| 2 | GEV |
GE Vernova Inc.
|
5,166 | $4,509,401 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,492 | $2,230,938 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,636 | $2,022,647 | |
| 5 | CMI |
Cummins Inc
|
1,366 | $734,935 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,638 | $686,645 | |
| 7 | XYL |
Xylem Inc.
|
4,749 | $567,505 | |
| 8 | NDSN |
Nordson Corp
|
1,636 | $435,274 |
All Filings in EMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,151,577 | 1,321,566 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $917,095 | 6,910 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $831,550 | 6,339 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,305,966 | 9,795 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,426,306 | 13,009 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $551,860 | 4,453 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $491,398 | 4,493 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $443,724 | 4,028 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $360,561 | 3,179 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $695,641 | 7,696 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $258,980 | 2,972 | Shares | Defined | 2023-05-11 | |
| 2020-09-30 | $1,054,037 | 16,075 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,220,626 | 19,678 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,566,541 | 32,876 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||