Position in EMR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,717,943
+$276,986 QoQ
Shares Held
12,001
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#887
of 2,282 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $23,290,273 across 11 Specialty Industrial Machinery names. EMR ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,869 | $8,466,578 | |
| 2 | GEV |
GE Vernova Inc.
|
4,067 | $4,778,155 | |
| 3 | CMI |
Cummins Inc
|
3,504 | $2,499,087 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,821 | $1,891,700 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,840 | $1,799,740 | |
| 6 | EMR |
Emerson Electric Co
This page
|
12,001 | $1,717,943 | |
| 7 | ITW |
Illinois Tool Works Inc
|
3,974 | $1,074,847 | |
| 8 | NDSN |
Nordson Corp
|
995 | $300,181 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,943 | 12,001 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,440,957 | 10,998 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,202,177 | 9,058 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,218,924 | 9,292 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,241,035 | 9,308 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,033,137 | 9,423 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $921,915 | 7,439 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $848,383 | 7,757 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $838,648 | 7,613 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $707,967 | 6,242 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $517,990 | 5,322 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $513,945 | 5,322 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $494,614 | 5,472 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $475,871 | 5,461 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $524,487 | 5,460 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $394,216 | 5,384 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $468,092 | 5,885 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $402,495 | 4,105 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $381,548 | 4,104 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||