Position in EMR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$283,293
+$48,244 QoQ
Shares Held
1,979
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,769
of 2,282 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, 2026HHM Wealth Advisors, LLC holds $3,149,345 across 15 Specialty Industrial Machinery names. EMR ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
907 | $1,065,598 | |
| 2 | CMI |
Cummins Inc
|
1,279 | $912,195 | |
| 3 | ETN |
Eaton Corp plc
|
814 | $346,861 | |
| 4 | EMR |
Emerson Electric Co
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|
1,979 | $283,293 | |
| 5 | DOV |
DOVER Corp
|
1,065 | $238,858 | |
| 6 | ROK |
Rockwell Automation, Inc
|
340 | $168,327 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
2,000 | $51,660 | |
| 8 | PH |
Parker-Hannifin Corp
|
17 | $16,628 |
All Filings in EMR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,293 | 1,979 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $235,049 | 1,794 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $217,660 | 1,640 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $215,004 | 1,639 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $218,527 | 1,639 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $181,454 | 1,655 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $205,104 | 1,655 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $179,038 | 1,637 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $227,039 | 2,061 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $18,260 | 161 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,670 | 161 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,451 | 160 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $646,469 | 7,152 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $623,225 | 7,152 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $675,686 | 7,034 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $515,029 | 7,034 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $638,865 | 8,032 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $787,537 | 8,032 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $771,929 | 8,303 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $95,518 | 1,014 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $97,587 | 1,014 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $91,483 | 1,014 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||