Position in EMR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$432,456
+$223,953 QoQ
Shares Held
3,021
+92.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,538
of 2,286 holders
Holding Since
Jun 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, 2026Symphony Financial, Ltd. Co. holds $8,950,642 across 8 Specialty Industrial Machinery names. EMR ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,018 | $3,578,887 | |
| 2 | GEV |
GE Vernova Inc.
|
1,661 | $1,951,442 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,226 | $1,199,175 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,546 | $765,393 | |
| 5 | ETN |
Eaton Corp plc
|
1,543 | $657,503 | |
| 6 | EMR |
Emerson Electric Co
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|
3,021 | $432,456 | |
| 7 | ITW |
Illinois Tool Works Inc
|
906 | $245,045 | |
| 8 | SMR |
NUSCALE POWER Corp
|
12,038 | $120,741 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,456 | 3,021 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $208,503 | 1,571 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $316,537 | 2,413 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $370,657 | 2,780 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $310,816 | 2,508 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $299,017 | 2,734 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $303,821 | 2,758 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $316,441 | 2,790 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $281,867 | 2,896 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $880,138 | 9,114 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $795,612 | 8,802 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $860,158 | 9,871 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $896,816 | 9,336 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,820,468 | 24,863 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,898,381 | 23,867 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,376,241 | 24,235 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,092,940 | 22,512 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,986,772 | 21,091 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,034,128 | 21,136 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||