Kozak & Associates, Inc.

Position in EMR — Emerson Electric Co

CIK 1764970 HIGHLANDS RANCH, CO

Position in EMR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$22,904

+$2,727 QoQ

Shares Held

160

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,171

of 2,282 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $1,150,099 across 7 Specialty Industrial Machinery names. EMR ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	707	$830,626
2	CMI	Cummins Inc	205	$146,208
3	ETN	Eaton Corp plc	330	$140,619
4	EMR	Emerson Electric Co This page	160	$22,904
5	PH	Parker-Hannifin Corp	5	$4,890
6	IR	Ingersoll Rand Inc.	46	$3,771
7	ITW	Illinois Tool Works Inc	4	$1,081

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,904	160	+3.9%	Shares	Sole	2026-07-02
2026-03-31	$20,177	154	+0.7%	Shares	Sole	2026-04-14
2025-12-31	$20,306	153	+0.7%	Shares	Sole	2026-01-12
2025-09-30	$19,939	152	-9.5%	Shares	Sole	2025-11-18
2025-06-30	$22,399	168	-15.6%	Shares	Sole	2025-07-10
2025-03-31	$21,818	199	0.0%	Shares	Sole	2025-04-15
2024-12-31	$24,662	199	+32.7%	Shares	Sole	2025-01-06
2024-09-30	$16,405	150	+0.7%	Shares	Sole	2024-10-17
2024-06-30	$16,413	149	+0.7%	Shares	Sole	2024-07-05
2024-03-31	$16,786	148	0.0%	Shares	Sole	2024-05-17
2023-12-31	$14,404	148	+0.7%	Shares	Sole	2024-01-17
2023-09-30	$14,195	147	+0.7%	Shares	Sole	2023-10-17
2023-06-30	$13,196	146	+0.7%	Shares	Sole	2023-07-05
2023-03-31	$12,635	145	-34.7%	Shares	Sole	2023-04-03
2022-12-31	$21,325	222	+0.5%	Shares	Sole	2023-01-03
2022-09-30	$16,181	221	0.0%	Shares	Sole	2022-10-12
2022-06-30	$17,578	221	+0.9%	Shares	Sole	2022-10-12
2022-03-31	$21,472	219	0.0%	Shares	Sole	2022-05-26
2021-12-31	$20,360	219	+56.4%	Shares	Sole	2022-03-11
2021-09-30	$13,188	140	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.