SkyOak Wealth, LLC

Position in EMR — Emerson Electric Co

CIK 1800379 SOUTHFIELD, MI

Position in EMR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,397,808

+$237,082 QoQ

Shares Held

23,736

-1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#655

of 2,288 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SkyOak Wealth, LLC holds $5,158,833 across 3 Specialty Industrial Machinery names. EMR ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	23,736	$3,397,808
2	CMI	Cummins Inc	2,000	$1,426,420
3	CR	Crane Co	1,500	$334,605

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,397,808	23,736	-1.6%	Shares	Sole	2026-07-30
2026-03-31	$3,160,726	24,124	-1.6%	Shares	Sole	2026-04-30
2025-12-31	$3,252,303	24,505	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$3,227,159	24,601	-1.8%	Shares	Sole	2025-10-23
2025-06-30	$3,341,649	25,063	0.0%	Shares	Sole	2025-07-30
2025-03-31	$2,747,907	25,063	-0.4%	Shares	Sole	2025-05-01
2024-12-31	$3,120,061	25,176	-1.1%	Shares	Sole	2025-01-24
2024-09-30	$2,784,341	25,458	-0.1%	Shares	Sole	2024-11-04
2024-06-30	$2,806,656	25,478	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$2,932,020	25,851	-1.0%	Shares	Sole	2024-04-29
2023-12-31	$2,540,994	26,107	-1.6%	Shares	Sole	2024-01-12
2023-09-30	$2,561,422	26,524	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$2,421,276	26,787	-3.7%	Shares	Sole	2023-07-20
2023-03-31	$2,424,757	27,826	-0.7%	Shares	Sole	2023-05-02
2022-12-31	$2,691,216	28,016	0.0%	Shares	Sole	2023-01-26
2022-09-30	$2,051,331	28,016	-2.0%	Shares	Sole	2022-10-25
2022-06-30	$2,273,014	28,577	-0.5%	Shares	Sole	2022-07-26
2022-03-31	$2,816,094	28,721	-0.2%	Shares	Sole	2022-04-18
2021-12-31	$2,676,606	28,790	+0.5%	Shares	Sole	2022-01-24
2021-09-30	$2,698,830	28,650	+0.0%	Shares	Sole	2021-10-21
2021-06-30	$2,756,698	28,644	-2.2%	Shares	Sole	2021-07-19
2021-03-31	$2,641,912	29,283	-1.0%	Shares	Sole	2021-04-29
2020-12-31	$2,378,067	29,589	-1.1%	Shares	Sole	2021-02-02
2020-09-30	$1,962,575	29,931	-2.2%	Shares	Sole	2020-11-03
2020-06-30	$1,897,745	30,594	-0.3%	Shares	Sole	2020-08-10
2020-03-31	$1,462,807	30,699	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.