Position in EMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,927,371
+$4,915 QoQ
Shares Held
13,464
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#847
of 2,286 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Arkadios Wealth Advisors holds $42,021,275 across 18 Specialty Industrial Machinery names. EMR ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,881 | $11,608,791 | |
| 2 | CMI |
Cummins Inc
|
12,337 | $8,798,871 | |
| 3 | ITW |
Illinois Tool Works Inc
|
20,260 | $5,479,722 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,267 | $4,173,637 | |
| 5 | ETN |
Eaton Corp plc
|
7,839 | $3,340,354 | |
| 6 | EMR |
Emerson Electric Co
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|
13,464 | $1,927,371 | |
| 7 | GNRC |
Generac Holdings Inc.
|
5,981 | $1,751,295 | |
| 8 | DOV |
DOVER Corp
|
3,079 | $690,557 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,371 | 13,464 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,922,456 | 14,673 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,728,677 | 13,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,545,022 | 19,401 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,191,944 | 16,440 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,208,890 | 11,026 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $347,747 | 2,806 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $485,712 | 4,441 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $260,969 | 2,369 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $236,027 | 2,081 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $204,198 | 2,098 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $206,080 | 2,134 | Shares | Sole | 2023-10-13 | |
| 2021-09-30 | $50,585 | 537 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $51,680 | 537 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $46,012 | 510 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $40,988 | 510 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $29,113 | 444 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $45,778 | 738 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $23,825 | 500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||