Position in EMR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$504,317
+$42,734 QoQ
Shares Held
3,523
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,441
of 2,282 holders
Holding Since
Dec 2020
22 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, 2026Trinity Financial Advisors LLC holds $991,163 across 2 Specialty Industrial Machinery names. EMR ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
This page
|
3,523 | $504,317 | |
| 2 | ITW |
Illinois Tool Works Inc
|
1,800 | $486,846 |
All Filings in EMR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,317 | 3,523 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $461,583 | 3,523 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $467,572 | 3,523 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $462,147 | 3,523 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $469,721 | 3,523 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $386,261 | 3,523 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $436,605 | 3,523 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $385,310 | 3,523 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $388,093 | 3,523 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $399,578 | 3,523 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $342,893 | 3,523 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $340,216 | 3,523 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $328,206 | 3,631 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $306,994 | 3,523 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $348,025 | 3,623 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $265,276 | 3,623 | Shares | Sole | 2022-10-25 | |
| 2022-03-31 | $355,235 | 3,623 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $336,830 | 3,623 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $331,866 | 3,523 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $339,053 | 3,523 | Shares | Sole | 2021-10-20 | |
| 2021-03-31 | $317,845 | 3,523 | Shares | Sole | 2021-10-20 | |
| 2020-12-31 | $281,295 | 3,500 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||