Position in EMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$332,680
+$17,577 QoQ
Shares Held
2,324
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,667
of 2,282 holders
Holding Since
Dec 2022
14 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, 2026Balboa Wealth Partners holds $5,396,921 across 10 Specialty Industrial Machinery names. EMR ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,462 | $1,430,011 | |
| 2 | ETN |
Eaton Corp plc
|
2,003 | $853,518 | |
| 3 | CMI |
Cummins Inc
|
935 | $666,851 | |
| 4 | GEV |
GE Vernova Inc.
|
530 | $622,675 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
18,932 | $489,013 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,342 | $362,970 | |
| 7 | EMR |
Emerson Electric Co
This page
|
2,324 | $332,680 | |
| 8 | WTS |
Watts Water Technologies Inc
|
736 | $288,107 |
All Filings in EMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,680 | 2,324 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $315,103 | 2,405 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $323,173 | 2,435 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $347,233 | 2,647 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $351,324 | 2,635 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $235,945 | 2,152 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $296,812 | 2,395 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $265,331 | 2,426 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $338,631 | 3,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $294,551 | 2,597 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $255,588 | 2,626 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $293,283 | 3,037 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $289,157 | 3,199 | Shares | Defined | 2023-08-08 | |
| 2022-12-31 | $263,972 | 2,748 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||