Position in EMR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$820,822
+$68,899 QoQ
Shares Held
5,734
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,183
of 2,282 holders
Holding Since
Mar 2020
26 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, 2026LifeSteps Financial, Inc. holds $2,330,648 across 11 Specialty Industrial Machinery names. EMR ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
5,734 | $820,822 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,660 | $719,450 | |
| 3 | GEV |
GE Vernova Inc.
|
453 | $532,211 | |
| 4 | CMI |
Cummins Inc
|
243 | $173,310 | |
| 5 | ETN |
Eaton Corp plc
|
115 | $49,003 | |
| 6 | ROK |
Rockwell Automation, Inc
|
25 | $12,377 | |
| 7 | OTIS |
Otis Worldwide Corp
|
171 | $12,243 | |
| 8 | WTS |
Watts Water Technologies Inc
|
15 | $5,871 |
All Filings in EMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,822 | 5,734 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $751,923 | 5,739 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $763,140 | 5,750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $754,285 | 5,750 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $771,180 | 5,784 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $630,320 | 5,749 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $718,174 | 5,795 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $633,799 | 5,795 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $668,120 | 6,065 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $703,317 | 6,201 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $603,446 | 6,200 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $598,734 | 6,200 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $560,327 | 6,199 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $542,272 | 6,223 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $597,781 | 6,223 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $309,208 | 4,223 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $325,318 | 4,090 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $401,024 | 4,090 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $380,247 | 4,090 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $413,538 | 4,390 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $422,493 | 4,390 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $390,652 | 4,330 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $348,002 | 4,330 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $287,852 | 4,390 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $266,108 | 4,290 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $204,418 | 4,290 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||