NORTHCAPE WEALTH MANAGEMENT, LLC
Position in EMR — Emerson Electric Co
CIK 1902806
WILLIAMSVILLE, NY
Position in EMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,256,468
+$795,893 QoQ
Shares Held
36,720
+7.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#519
of 2,282 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Derivatives in EMR
reported options exposure · as of Dec 31, 2024CallValue
$37,179
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $13,521,785 across 5 Specialty Industrial Machinery names. EMR ranks #1 (38.9% of the industry book) .
All Filings in EMR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,256,468 | 36,720 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,460,575 | 34,045 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,515,665 | 34,024 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,508,525 | 34,369 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,576,418 | 34,324 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,779,619 | 34,473 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,290,704 | 34,622 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $37,179 | 300 | Call | Sole | 2025-01-31 | |
| 2024-09-30 | $3,818,653 | 34,915 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,853,506 | 34,981 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,013,253 | 35,384 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,467,575 | 35,627 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,464,062 | 35,871 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,365,400 | 37,232 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,108,806 | 35,676 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,409,569 | 25,084 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,066,600 | 41,882 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,341,100 | 29,433 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,090,449 | 41,718 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,714,259 | 29,195 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||