Position in EMR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,294,786
+$380,957 QoQ
Shares Held
30,002
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#580
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)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $79,551,196 across 28 Specialty Industrial Machinery names. EMR ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,830 | $18,598,033 | |
| 2 | ETN |
Eaton Corp plc
|
29,416 | $12,534,745 | |
| 3 | PH |
Parker-Hannifin Corp
|
10,423 | $10,194,944 | |
| 4 | CMI |
Cummins Inc
|
10,266 | $7,321,813 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,155 | $6,803,672 | |
| 6 | EMR |
Emerson Electric Co
This page
|
30,002 | $4,294,786 | |
| 7 | DOV |
DOVER Corp
|
13,270 | $2,976,195 | |
| 8 | AME |
Ametek Inc/
|
9,397 | $2,273,510 |
All Filings in EMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,294,786 | 30,002 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,913,829 | 29,872 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,730,891 | 28,111 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,423,010 | 26,094 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,063,256 | 22,975 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,847,460 | 25,971 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,640,319 | 29,374 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,814,965 | 25,738 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,190,674 | 28,964 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,566,945 | 31,449 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,504,011 | 56,550 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,467,986 | 56,622 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,941,530 | 54,669 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,568,401 | 52,426 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,039,307 | 52,460 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,526,128 | 48,158 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,509,543 | 44,123 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,793,848 | 38,693 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,640,719 | 28,404 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||