Position in EMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$340,697
-$112,762 QoQ
Shares Held
2,380
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,660
of 2,282 holders
Holding Since
Jun 2023
8 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, 2026Lifeworks Advisors, LLC holds $25,405,396 across 7 Specialty Industrial Machinery names. EMR ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
12,230 | $8,722,558 | |
| 2 | ITW |
Illinois Tool Works Inc
|
21,587 | $5,838,635 | |
| 3 | PNR |
PENTAIR plc
|
50,229 | $3,850,555 | |
| 4 | OTIS |
Otis Worldwide Corp
|
53,317 | $3,817,497 | |
| 5 | GEV |
GE Vernova Inc.
|
1,951 | $2,292,151 | |
| 6 | ETN |
Eaton Corp plc
|
1,275 | $543,303 | |
| 7 | EMR |
Emerson Electric Co
This page
|
2,380 | $340,697 |
All Filings in EMR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,697 | 2,380 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $453,459 | 3,659 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $461,213 | 4,217 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $403,075 | 3,659 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $474,209 | 4,181 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $450,248 | 4,626 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $481,498 | 4,986 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $211,783 | 2,343 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||