Position in EMR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$742,661
+$62,930 QoQ
Shares Held
5,188
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,230
of 2,282 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $15,773,969 across 7 Specialty Industrial Machinery names. EMR ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,904 | $5,761,512 | |
| 2 | ITW |
Illinois Tool Works Inc
|
16,563 | $4,479,794 | |
| 3 | ETN |
Eaton Corp plc
|
5,318 | $2,266,105 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,356 | $1,661,488 | |
| 5 | EMR |
Emerson Electric Co
This page
|
5,188 | $742,661 | |
| 6 | CMI |
Cummins Inc
|
732 | $522,069 | |
| 7 | IR |
Ingersoll Rand Inc.
|
4,151 | $340,340 |
All Filings in EMR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,661 | 5,188 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $679,731 | 5,188 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $897,982 | 6,766 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $889,924 | 6,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $858,244 | 6,437 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,277,524 | 11,652 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,444,031 | 11,652 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,015,014 | 9,214 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,014,995 | 8,949 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $871,005 | 8,949 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $880,814 | 9,121 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $873,980 | 9,669 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $795,674 | 9,131 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $944,365 | 9,831 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $646,312 | 8,827 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $709,814 | 8,924 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $873,821 | 8,912 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $820,645 | 8,827 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $831,502 | 8,827 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $834,592 | 8,672 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $783,380 | 8,683 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $677,117 | 8,425 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $552,427 | 8,425 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $612,794 | 9,879 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $470,734 | 9,879 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||