Foundations Investment Advisors, LLC
EndowmentPosition in EMR — Emerson Electric Co
CIK 1743404
PHOENIX, AZ
Position in EMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,191,547
+$4,528,839 QoQ
Shares Held
134,066
+19.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#244
of 2,282 holders
Holding Since
Dec 2022
15 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, 2026Foundations Investment Advisors, LLC holds $36,425,546 across 13 Specialty Industrial Machinery names. EMR ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
134,066 | $19,191,547 | |
| 2 | GEV |
GE Vernova Inc.
|
4,624 | $5,432,552 | |
| 3 | CMI |
Cummins Inc
|
6,240 | $4,450,430 | |
| 4 | ETN |
Eaton Corp plc
|
5,270 | $2,245,652 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,884 | $1,922,890 | |
| 6 | NDSN |
Nordson Corp
|
1,818 | $548,472 | |
| 7 | SMR |
NUSCALE POWER Corp
|
51,067 | $512,202 | |
| 8 | IR |
Ingersoll Rand Inc.
|
6,087 | $499,073 |
All Filings in EMR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,191,547 | 134,066 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $14,662,708 | 111,912 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $12,898,525 | 97,186 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $10,691,825 | 81,505 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,768,821 | 73,268 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,740,995 | 61,483 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $692,520 | 5,588 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $453,338 | 4,145 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $477,323 | 4,333 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $497,913 | 4,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $452,876 | 4,653 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $414,864 | 4,296 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $370,599 | 4,100 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $260,635 | 2,991 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $261,763 | 2,725 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||