Synergy Investment Management, LLC
Position in EMR — Emerson Electric Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in EMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,671
+$6,221 QoQ
Shares Held
340
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,103
of 2,282 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $547,963 across 17 Specialty Industrial Machinery names. EMR ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
135 | $158,605 | |
| 2 | PH |
Parker-Hannifin Corp
|
109 | $106,614 | |
| 3 | ITW |
Illinois Tool Works Inc
|
324 | $87,631 | |
| 4 | EMR |
Emerson Electric Co
This page
|
340 | $48,671 | |
| 5 | OTIS |
Otis Worldwide Corp
|
615 | $44,033 | |
| 6 | ETN |
Eaton Corp plc
|
83 | $35,366 | |
| 7 | CMI |
Cummins Inc
|
22 | $15,690 | |
| 8 | AME |
Ametek Inc/
|
48 | $11,612 |
All Filings in EMR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,671 | 340 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $42,450 | 324 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $16,446 | 150 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,589 | 150 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||