Sargent Investment Group, LLC

Position in EMR — Emerson Electric Co

CIK 1766157 BETHESDA, MD

Position in EMR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,031,584

+$214,075 QoQ

Shares Held

14,192

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#828

of 2,290 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sargent Investment Group, LLC holds $10,218,112 across 6 Specialty Industrial Machinery names. EMR ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	3,707	$4,355,206
2	CMI	Cummins Inc	2,900	$2,068,309
3	EMR	Emerson Electric Co This page	14,192	$2,031,584
4	AME	Ametek Inc/	4,253	$1,028,970
5	ITW	Illinois Tool Works Inc	1,619	$437,890
6	ETN	Eaton Corp plc	695	$296,153

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,031,584	14,192	+2.3%	Shares	Sole	2026-08-11
2026-03-31	$1,817,509	13,872	+2.8%	Shares	Sole	2026-05-11
2025-12-31	$1,790,658	13,492	-9.8%	Shares	Sole	2026-02-13
2025-09-30	$1,961,141	14,950	-16.7%	Shares	Sole	2025-11-14
2025-06-30	$2,393,006	17,948	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$1,865,195	17,012	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$2,105,074	16,986	+0.5%	Shares	Sole	2025-01-27
2024-09-30	$1,847,915	16,896	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$1,906,759	17,309	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$1,965,455	17,329	-20.7%	Shares	Sole	2024-05-10
2023-12-31	$2,126,076	21,844	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$2,091,609	21,659	+8.4%	Shares	Sole	2023-11-13
2023-06-30	$1,806,353	19,984	+41.7%	Shares	Sole	2023-07-31
2023-03-31	$1,228,586	14,099	+15.5%	Shares	Sole	2023-05-02
2022-12-31	$1,172,796	12,209	+9.0%	Shares	Sole	2023-01-31
2022-09-30	$819,990	11,199	+3.5%	Shares	Sole	2022-10-27
2022-06-30	$860,940	10,824	+7.8%	Shares	Sole	2022-07-26
2022-03-31	$984,323	10,039	+9.8%	Shares	Sole	2022-05-06
2021-12-31	$850,117	9,144	+11.8%	Shares	Sole	2022-02-11
2021-09-30	$770,461	8,179	0.0%	Shares	Sole	2021-11-12
2021-06-30	$787,146	8,179	0.0%	Shares	Sole	2021-08-05
2021-03-31	$737,909	8,179	+22.8%	Shares	Sole	2021-05-04
2020-12-31	$535,103	6,658	+39.1%	Shares	Sole	2021-02-10
2020-09-30	$313,883	4,787	+25.4%	Shares	Sole	2020-11-12
2020-06-30	$236,768	3,817	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.