Position in EMR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$648,326
New position
Shares Held
4,529
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,297
of 2,282 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $6,502,645 across 7 Specialty Industrial Machinery names. EMR ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,970 | $1,926,896 | |
| 2 | GEV |
GE Vernova Inc.
|
1,251 | $1,469,749 | |
| 3 | ETN |
Eaton Corp plc
|
2,520 | $1,073,822 | |
| 4 | EMR |
Emerson Electric Co
This page
|
4,529 | $648,326 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,130 | $576,101 | |
| 6 | XYL |
Xylem Inc.
|
4,358 | $515,159 | |
| 7 | ROK |
Rockwell Automation, Inc
|
591 | $292,592 |
All Filings in EMR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,326 | 4,529 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||