Position in EMR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$104,070
+$9,081 QoQ
Shares Held
727
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,023
of 2,282 holders
Holding Since
Dec 2020
23 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, 2026Mascoma Wealth Management LLC holds $560,041 across 11 Specialty Industrial Machinery names. EMR ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
296 | $126,131 | |
| 2 | EMR |
Emerson Electric Co
This page
|
727 | $104,070 | |
| 3 | GEV |
GE Vernova Inc.
|
88 | $103,387 | |
| 4 | XYL |
Xylem Inc.
|
800 | $94,568 | |
| 5 | ITW |
Illinois Tool Works Inc
|
210 | $56,798 | |
| 6 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 7 | PH |
Parker-Hannifin Corp
|
23 | $22,496 | |
| 8 | OTIS |
Otis Worldwide Corp
|
250 | $17,900 |
All Filings in EMR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,070 | 727 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $94,989 | 725 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $97,549 | 735 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $95,105 | 725 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $96,664 | 725 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $79,489 | 725 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $89,849 | 725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,415 | 1,229 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $135,386 | 1,229 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $139,393 | 1,229 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $119,618 | 1,229 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $118,684 | 1,229 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $111,089 | 1,229 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $109,970 | 1,262 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $130,833 | 1,362 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $108,731 | 1,485 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $118,116 | 1,485 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $145,604 | 1,485 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $138,060 | 1,485 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $281,187 | 2,985 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $287,276 | 2,985 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $260,374 | 2,886 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $215,954 | 2,687 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||