Position in EMR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,358,207
+$65,826 QoQ
Shares Held
9,488
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#349
of 968 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $23,872,183 across 12 Specialty Industrial Machinery names. EMR ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,610 | $6,853,948 | |
| 2 | GEV |
GE Vernova Inc.
|
5,496 | $6,457,030 | |
| 3 | ETN |
Eaton Corp plc
|
9,793 | $4,172,993 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,650 | $1,798,625 | |
| 5 | EMR |
Emerson Electric Co
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|
9,488 | $1,358,207 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,233 | $1,206,021 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,097 | $1,038,182 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,357 | $311,961 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,207 | 9,488 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,292,381 | 9,864 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,835,119 | 13,827 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,670,577 | 12,735 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,604,093 | 12,031 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,180,493 | 10,767 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,306,593 | 10,543 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,243,318 | 11,368 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,355,959 | 12,309 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,298,205 | 11,446 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,145,866 | 11,773 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,075,306 | 11,135 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $999,261 | 11,055 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $973,876 | 11,176 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $797,009 | 8,297 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $500,824 | 6,840 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $630,115 | 7,922 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $940,103 | 9,588 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $546,012 | 5,873 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $567,366 | 6,023 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $406,421 | 4,223 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $419,252 | 4,647 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $328,311 | 4,085 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $253,887 | 3,872 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $187,082 | 3,016 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $167,918 | 3,524 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||