LYELL WEALTH MANAGEMENT, LP

Position in EMR — Emerson Electric Co

CIK 1686444 MENLO PARK, CA

Position in EMR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$340,267

New position

Shares Held

2,377

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,661

of 2,282 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $2,844,598 across 6 Specialty Industrial Machinery names. EMR ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	628	$737,812
2	ETN	Eaton Corp plc	1,396	$594,863
3	AME	Ametek Inc/	2,227	$538,800
4	EMR	Emerson Electric Co This page	2,377	$340,267
5	ITW	Illinois Tool Works Inc	1,226	$331,596
6	PH	Parker-Hannifin Corp	308	$301,260

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,267	2,377	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.