Position in EMR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$916,732
+$92,617 QoQ
Shares Held
6,404
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,124
of 2,286 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $19,402,985 across 10 Specialty Industrial Machinery names. EMR ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,182 | $10,787,564 | |
| 2 | ETN |
Eaton Corp plc
|
9,340 | $3,979,960 | |
| 3 | CMI |
Cummins Inc
|
1,466 | $1,045,565 | |
| 4 | EMR |
Emerson Electric Co
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|
6,404 | $916,732 | |
| 5 | PH |
Parker-Hannifin Corp
|
840 | $821,620 | |
| 6 | OTIS |
Otis Worldwide Corp
|
7,422 | $531,415 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,837 | $496,853 | |
| 8 | ROK |
Rockwell Automation, Inc
|
767 | $379,726 |
All Filings in EMR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,732 | 6,404 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $824,115 | 6,290 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $830,429 | 6,257 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $409,019 | 3,118 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $417,056 | 3,128 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $291,861 | 2,662 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $317,632 | 2,563 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $267,519 | 2,446 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $278,154 | 2,525 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $273,682 | 2,413 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $229,893 | 2,362 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $231,574 | 2,398 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $264,453 | 2,753 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $208,237 | 2,844 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,586 | 2,899 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $281,011 | 2,866 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $265,429 | 2,855 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $291,737 | 3,097 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $295,553 | 3,071 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,394,801 | 15,460 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,068,036 | 13,289 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $756,349 | 11,535 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $624,890 | 10,074 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $280,944 | 5,896 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||