Position in EMR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$588,627
-$76,162 QoQ
Shares Held
4,112
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,363
of 2,290 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,306,861 across 53 Specialty Industrial Machinery names. EMR ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
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|
4,112 | $588,627 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,627 | 4,112 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $664,789 | 5,074 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $615,817 | 4,640 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $552,529 | 4,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $548,251 | 4,112 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $369,923 | 3,374 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $390,995 | 3,155 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $317,499 | 2,903 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $287,845 | 2,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $168,653 | 1,487 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $119,225 | 1,225 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $93,864 | 972 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $79,813 | 883 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $66,051 | 758 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $61,670 | 642 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $25,113 | 343 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $37,144 | 467 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $60,005 | 612 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $48,436 | 521 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||