Position in EMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,685,585
+$603,395 QoQ
Shares Held
32,732
+5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#556
of 2,286 holders
Holding Since
Mar 2020
26 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, 2026Occidental Asset Management, LLC holds $22,378,433 across 7 Specialty Industrial Machinery names. EMR ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
11,672 | $8,324,587 | |
| 2 | EMR |
Emerson Electric Co
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|
32,732 | $4,685,585 | |
| 3 | XYL |
Xylem Inc.
|
35,386 | $4,182,979 | |
| 4 | ITW |
Illinois Tool Works Inc
|
14,499 | $3,921,544 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,152 | $570,332 | |
| 6 | PH |
Parker-Hannifin Corp
|
375 | $366,795 | |
| 7 | GEV |
GE Vernova Inc.
|
278 | $326,611 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,685,585 | 32,732 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,082,190 | 31,157 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,311,454 | 40,020 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,055,546 | 38,539 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,106,005 | 38,296 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,107,224 | 37,461 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,401,373 | 35,515 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,631,630 | 33,205 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,480,945 | 31,599 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,397,949 | 29,959 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,703,340 | 27,775 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,594,739 | 26,869 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,386,024 | 26,397 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,178,761 | 25,003 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,322,922 | 24,182 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,735,240 | 23,699 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,790,922 | 22,516 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,182,004 | 22,254 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,041,807 | 21,962 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,925,919 | 20,445 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,834,238 | 19,059 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,607,179 | 17,814 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,216,480 | 15,136 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $933,061 | 14,230 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $868,047 | 13,994 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $661,143 | 13,875 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||