Position in EMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,546,444
+$731,666 QoQ
Shares Held
31,760
+9.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#561
of 2,282 holders
Holding Since
Mar 2023
14 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, 2026Summit Financial, LLC holds $41,392,139 across 18 Specialty Industrial Machinery names. EMR ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
12,493 | $14,677,525 | |
| 2 | EMR |
Emerson Electric Co
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|
31,760 | $4,546,444 | |
| 3 | ETN |
Eaton Corp plc
|
9,562 | $4,074,559 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,120 | $4,029,854 | |
| 5 | NDSN |
Nordson Corp
|
11,723 | $3,536,711 | |
| 6 | ROK |
Rockwell Automation, Inc
|
6,000 | $2,970,480 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,223 | $1,683,134 | |
| 8 | DOV |
DOVER Corp
|
6,095 | $1,366,986 |
All Filings in EMR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,546,444 | 31,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,814,778 | 29,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,738,058 | 28,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,624,765 | 27,632 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,900,727 | 21,756 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,249,703 | 20,519 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,366,319 | 19,094 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $884,475 | 8,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $820,692 | 7,450 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $455,948 | 4,020 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $409,759 | 4,210 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $594,002 | 6,151 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $577,320 | 6,387 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $200,770 | 2,304 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||