Position in EMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,163,666
+$350,687 QoQ
Shares Held
8,129
+31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,039
of 2,286 holders
Holding Since
Mar 2024
10 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, 2026Icon Wealth Advisors, LLC holds $16,090,246 across 7 Specialty Industrial Machinery names. EMR ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
13,485 | $5,746,228 | |
| 2 | CMI |
Cummins Inc
|
7,781 | $5,549,487 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,165 | $1,396,977 | |
| 4 | GEV |
GE Vernova Inc.
|
1,154 | $1,355,788 | |
| 5 | EMR |
Emerson Electric Co
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|
8,129 | $1,163,666 | |
| 6 | PH |
Parker-Hannifin Corp
|
631 | $617,193 | |
| 7 | ROK |
Rockwell Automation, Inc
|
527 | $260,907 |
All Filings in EMR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,666 | 8,129 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $812,979 | 6,205 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $725,182 | 5,464 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $695,385 | 5,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $694,782 | 5,211 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $557,519 | 5,085 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $617,047 | 4,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $447,542 | 4,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $423,124 | 3,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $170,130 | 1,500 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||