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Pacific Excel Wealth Advisors, Inc.

Position in EMR — Emerson Electric Co

CIK 2110884 WALNUT CREEK, CA

Position in EMR

as of Jun 30, 2026 · filed Jul 6, 2026
Position Value
$992,458
New position
Shares Held
6,933
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,091
of 2,282 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $2,881,210 across 4 Specialty Industrial Machinery names. EMR ranks #2 (34.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EMR
Emerson Electric Co
This page
6,933 $992,458

All Filings in EMR

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $992,458 6,933