Cerro Pacific Wealth Advisors LLC

Position in EMR — Emerson Electric Co

CIK 1842669 San Luis Obispo, CA

Position in EMR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$686,690

+$35,128 QoQ

Shares Held

4,797

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,262

of 2,282 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $2,750,625 across 4 Specialty Industrial Machinery names. EMR ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	4,812	$1,301,501
2	EMR	Emerson Electric Co This page	4,797	$686,690
3	ETN	Eaton Corp plc	1,111	$473,419
4	GEV	GE Vernova Inc.	246	$289,015

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,690	4,797	-3.5%	Shares	Sole	2026-07-15
2026-03-31	$651,562	4,973	-6.7%	Shares	Sole	2026-04-13
2025-12-31	$707,397	5,330	-2.8%	Shares	Sole	2026-02-02
2025-09-30	$719,259	5,483	-5.3%	Shares	Sole	2025-10-28
2025-06-30	$772,114	5,791	+2.7%	Shares	Sole	2025-07-25
2025-03-31	$618,369	5,640	-1.4%	Shares	Sole	2025-04-08
2024-12-31	$708,631	5,718	+8.1%	Shares	Sole	2025-01-17
2024-09-30	$578,567	5,290	0.0%	Shares	Sole	2024-10-09
2024-06-30	$582,746	5,290	+13.2%	Shares	Sole	2024-08-09
2023-03-31	$407,292	4,674	-1.9%	Shares	Sole	2023-05-10
2022-12-31	$457,821	4,766	-0.4%	Shares	Other	2023-01-19
2022-09-30	$350,284	4,784	+5.2%	Shares	Other	2022-10-12
2022-06-30	$361,668	4,547	-16.3%	Shares	Other	2022-07-18
2022-03-31	$532,411	5,430	+5.0%	Shares	Other	2022-04-13
2021-12-31	$480,933	5,173	-7.2%	Shares	Other	2022-01-19
2021-09-30	$525,070	5,574	-27.1%	Shares	Other	2021-11-09
2021-06-30	$736,139	7,649	-31.6%	Shares	Other	2021-08-16
2020-12-31	$898,858	11,184	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.