Position in EMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$221,882
+$18,801 QoQ
Shares Held
1,550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,902
of 2,282 holders
Holding Since
Sep 2024
8 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, 2026Cassaday & Co Wealth Management LLC holds $5,240,685 across 21 Specialty Industrial Machinery names. EMR ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,906 | $2,516,664 | |
| 2 | GEV |
GE Vernova Inc.
|
1,134 | $1,332,291 | |
| 3 | CMI |
Cummins Inc
|
533 | $380,140 | |
| 4 | EMR |
Emerson Electric Co
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|
1,550 | $221,882 | |
| 5 | GRC |
Gorman Rupp Co
|
2,415 | $221,552 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,774 | $127,018 | |
| 7 | ITW |
Illinois Tool Works Inc
|
372 | $100,614 | |
| 8 | MIDD |
MIDDLEBY Corp
|
630 | $87,209 |
All Filings in EMR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,882 | 1,550 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $203,081 | 1,550 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $222,306 | 1,675 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $203,329 | 1,550 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $206,661 | 1,550 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $199,983 | 1,824 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $336,098 | 2,712 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $210,318 | 1,923 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||