Position in EMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$974,278
+$107,712 QoQ
Shares Held
6,806
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,100
of 2,282 holders
Holding Since
Sep 2020
24 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, 2026PDS Planning, Inc holds $9,118,627 across 8 Specialty Industrial Machinery names. EMR ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,458 | $2,751,882 | |
| 2 | GEV |
GE Vernova Inc.
|
2,076 | $2,439,009 | |
| 3 | EMR |
Emerson Electric Co
This page
|
6,806 | $974,278 | |
| 4 | PH |
Parker-Hannifin Corp
|
819 | $801,080 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,517 | $680,772 | |
| 6 | CMI |
Cummins Inc
|
864 | $616,213 | |
| 7 | ROK |
Rockwell Automation, Inc
|
941 | $465,870 | |
| 8 | AME |
Ametek Inc/
|
1,610 | $389,523 |
All Filings in EMR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,278 | 6,806 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $866,566 | 6,614 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $831,358 | 6,264 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $824,335 | 6,284 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $849,045 | 6,368 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $675,711 | 6,163 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $730,939 | 5,898 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $631,830 | 5,777 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $642,122 | 5,829 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $690,727 | 6,090 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $584,758 | 6,008 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $549,097 | 5,686 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $509,347 | 5,635 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $426,986 | 4,900 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $465,122 | 4,842 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $363,610 | 4,966 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $347,351 | 4,367 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $408,868 | 4,170 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $343,152 | 3,691 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $343,264 | 3,644 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $348,003 | 3,616 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $346,535 | 3,841 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $255,576 | 3,180 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $216,053 | 3,295 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||