OneDigital Investment Advisors LLC
Position in EMR — Emerson Electric Co
CIK 1690370
OVERLAND PARK, KS
Position in EMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,997,085
-$109,716 QoQ
Shares Held
13,951
-13.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#832
of 2,286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $29,171,314 across 23 Specialty Industrial Machinery names. EMR ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,695 | $7,865,687 | |
| 2 | CMI |
Cummins Inc
|
5,573 | $3,974,719 | |
| 3 | ETN |
Eaton Corp plc
|
6,123 | $2,609,132 | |
| 4 | ROK |
Rockwell Automation, Inc
|
4,189 | $2,073,890 | |
| 5 | EMR |
Emerson Electric Co
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|
13,951 | $1,997,085 | |
| 6 | WTS |
Watts Water Technologies Inc
|
5,038 | $1,972,125 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,166 | $1,140,487 | |
| 8 | DCI |
DONALDSON Co INC
|
10,236 | $918,885 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,997,085 | 13,951 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,106,801 | 16,080 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,842,066 | 21,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,882,811 | 21,976 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,019,524 | 22,647 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,602,634 | 23,738 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,166,039 | 25,547 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,735,781 | 25,014 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,448,856 | 22,230 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,515,452 | 30,995 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,038,447 | 31,218 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,478,951 | 25,670 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,178,579 | 24,102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,082,123 | 23,894 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,275,757 | 23,691 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,197,659 | 16,357 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,006,021 | 12,648 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,256,020 | 12,810 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,075,848 | 11,572 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,287,808 | 13,671 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,133,226 | 11,775 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $970,045 | 10,752 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $858,914 | 10,687 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $783,299 | 11,946 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,067,350 | 17,207 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $822,296 | 17,257 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||