Position in EMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$332,680
+$17,839 QoQ
Shares Held
2,324
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,666
of 2,282 holders
Holding Since
Sep 2020
13 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, 2026Legacy Financial Advisors, Inc. holds $7,929,178 across 8 Specialty Industrial Machinery names. EMR ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,575 | $3,025,264 | |
| 2 | ETN |
Eaton Corp plc
|
3,047 | $1,298,387 | |
| 3 | DOV |
DOVER Corp
|
4,540 | $1,018,231 | |
| 4 | PH |
Parker-Hannifin Corp
|
983 | $961,491 | |
| 5 | CMI |
Cummins Inc
|
955 | $681,115 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,220 | $357,228 | |
| 7 | EMR |
Emerson Electric Co
This page
|
2,324 | $332,680 | |
| 8 | ITW |
Illinois Tool Works Inc
|
942 | $254,782 |
All Filings in EMR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,680 | 2,324 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $314,841 | 2,403 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $314,944 | 2,373 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $334,771 | 2,552 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,991 | 2,535 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $213,578 | 1,948 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $313,542 | 2,530 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $232,657 | 2,112 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $238,975 | 2,107 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $244,418 | 2,531 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $333,543 | 3,697 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $330,963 | 4,118 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $248,051 | 3,783 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||