Roehl & Yi Investment Advisors, LLC

Position in EMR — Emerson Electric Co

CIK 2097566 Eugene, OR

Position in EMR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$240,492

+$14,483 QoQ

Shares Held

1,680

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,852

of 2,282 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $1,231,249 across 5 Specialty Industrial Machinery names. EMR ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	316	$371,255
2	AME	Ametek Inc/	1,369	$331,215
3	EMR	Emerson Electric Co This page	1,680	$240,492
4	OTIS	Otis Worldwide Corp	2,863	$204,990
5	CMI	Cummins Inc	42,701	$83,297

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,492	1,680	-2.6%	Shares	Sole	2026-08-14
2026-03-31	$226,009	1,725	-0.7%	Shares	Sole	2026-05-14
2025-12-31	$230,534	1,737	+4.0%	Shares	Sole	2026-02-17
2025-09-30	$219,070	1,670	0.0%	Shares	Sole	2026-05-29
2025-06-30	$222,661	1,670	-36.6%	Shares	Sole	2026-05-29
2025-03-31	$289,011	2,636	+0.7%	Shares	Sole	2026-05-29
2024-12-31	$324,324	2,617	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.