Position in EMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$195,820,181
+$22,668,604 QoQ
Shares Held
1,367,937
+3.5% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#52
of 2,282 holders
Holding Since
Mar 2020
15 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, 2026Phoenix Financial Ltd. holds $244,345,384 across 14 Specialty Industrial Machinery names. EMR ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
1,367,937 | $195,820,181 | |
| 2 | IR |
Ingersoll Rand Inc.
|
372,663 | $30,554,639 | |
| 3 | GEV |
GE Vernova Inc.
|
7,489 | $8,798,526 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,746 | $2,844,729 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,339 | $2,287,822 | |
| 6 | CMI |
Cummins Inc
|
1,458 | $1,039,860 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,858 | $773,003 | |
| 8 | NDSN |
Nordson Corp
|
1,672 | $504,425 |
All Filings in EMR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,820,181 | 1,367,937 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||