Position in EMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,127,254
+$593,590 QoQ
Shares Held
21,846
+13.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#666
of 2,242 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $83,545,468 across 56 Specialty Industrial Machinery names. EMR ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,149 | $24,847,114 | |
| 2 | ETN |
Eaton Corp plc
|
28,208 | $12,019,992 | |
| 3 | CMI |
Cummins Inc
|
12,425 | $8,861,634 | |
| 4 | ROK |
Rockwell Automation, Inc
|
16,533 | $8,185,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
21,176 | $5,727,472 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,674 | $3,593,612 | |
| 7 | EMR |
Emerson Electric Co
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|
21,846 | $3,127,254 | |
| 8 | AME |
Ametek Inc/
|
8,308 | $2,010,037 |
All Filings in EMR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,127,254 | 21,846 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,533,664 | 19,338 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,139,533 | 8,586 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,037,487 | 15,532 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,323,808 | 17,429 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,923,633 | 17,545 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,755,583 | 22,235 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,200,743 | 20,122 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,188,879 | 19,870 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,568,598 | 13,830 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,157,643 | 11,894 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,633,674 | 16,917 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,002,319 | 22,152 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,673,088 | 19,200 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,054,258 | 10,975 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $737,837 | 10,077 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $519,316 | 6,529 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $579,769 | 5,913 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $571,114 | 6,143 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $498,694 | 5,294 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $535,094 | 5,560 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $314,687 | 3,488 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||