Position in EMR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,551,539
+$2,355,660 QoQ
Shares Held
66,724
+21.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#380
of 2,282 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $110,237,656 across 27 Specialty Industrial Machinery names. EMR ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
26,216 | $30,800,129 | |
| 2 | ETN |
Eaton Corp plc
|
40,620 | $17,308,994 | |
| 3 | CMI |
Cummins Inc
|
14,086 | $10,046,275 | |
| 4 | EMR |
Emerson Electric Co
This page
|
66,724 | $9,551,539 | |
| 5 | PH |
Parker-Hannifin Corp
|
7,332 | $7,171,575 | |
| 6 | ITW |
Illinois Tool Works Inc
|
25,394 | $6,868,314 | |
| 7 | AME |
Ametek Inc/
|
26,373 | $6,380,682 | |
| 8 | GNRC |
Generac Holdings Inc.
|
19,826 | $5,805,250 |
All Filings in EMR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,551,539 | 66,724 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $7,195,879 | 54,922 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,244,121 | 54,582 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,623,802 | 50,494 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,704,232 | 50,283 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,496,143 | 50,129 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,950,375 | 48,014 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,584,024 | 41,913 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,511,052 | 40,950 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,336,476 | 29,417 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,175,293 | 32,624 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||