Position in EMR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,267,163
+$141,178 QoQ
Shares Held
8,852
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,005
of 2,282 holders
Holding Since
Mar 2021
19 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, 2026HOEY INVESTMENTS, INC holds $14,958,752 across 9 Specialty Industrial Machinery names. EMR ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,595 | $11,272,781 | |
| 2 | CMI |
Cummins Inc
|
2,261 | $1,612,567 | |
| 3 | EMR |
Emerson Electric Co
This page
|
8,852 | $1,267,163 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,354 | $670,338 | |
| 5 | ITW |
Illinois Tool Works Inc
|
350 | $94,664 | |
| 6 | ETN |
Eaton Corp plc
|
45 | $19,175 | |
| 7 | PH |
Parker-Hannifin Corp
|
19 | $18,584 | |
| 8 | OTIS |
Otis Worldwide Corp
|
46 | $3,293 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,163 | 8,852 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,125,985 | 8,594 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,168,466 | 8,804 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,245,160 | 9,492 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,399,298 | 10,495 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,090,369 | 9,945 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,345,631 | 10,858 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,631,909 | 14,921 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,643,697 | 14,921 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,519,487 | 13,397 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,185,966 | 12,185 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $2,242,328 | 23,343 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,946,773 | 26,588 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $604,663 | 7,602 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $117,660 | 1,200 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $92,970 | 1,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $94,200 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $96,240 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $45,110 | 500 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||