Sound View Wealth Advisors Group, LLC

Position in EMR — Emerson Electric Co

CIK 1784777 SAVANNAH, GA

Position in EMR

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

Position Value

$4,966,732

-$195,980 QoQ

Shares Held

34,696

-11.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#531

of 2,282 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Industrials · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $10,758,916 across 6 Specialty Industrial Machinery names. EMR ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	34,696	$4,966,732
2	ITW	Illinois Tool Works Inc	8,350	$2,258,424
3	ETN	Eaton Corp plc	3,519	$1,499,516
4	GEV	GE Vernova Inc.	1,044	$1,226,553
5	CMI	Cummins Inc	831	$592,677
6	OTIS	Otis Worldwide Corp	3,003	$215,014

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,966,732	34,696	-11.9%	Shares	Sole	2026-08-11
2026-03-31	$5,162,712	39,404	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$5,256,773	39,608	-0.7%	Shares	Sole	2026-01-08
2025-09-30	$5,234,213	39,901	0.0%	Shares	Sole	2025-11-10
2025-06-30	$5,320,000	39,901	-2.2%	Shares	Sole	2025-08-07
2025-03-31	$4,474,846	40,814	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$5,071,959	40,926	+0.3%	Shares	Sole	2025-02-07
2024-09-30	$4,463,499	40,811	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$4,391,528	39,865	0.0%	Shares	Sole	2024-08-05
2024-03-31	$4,521,488	39,865	-2.2%	Shares	Sole	2024-05-09
2023-12-31	$3,966,781	40,756	-0.4%	Shares	Sole	2024-02-08
2023-09-30	$3,951,837	40,922	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$3,664,500	40,541	-0.4%	Shares	Sole	2023-08-08
2023-03-31	$3,547,033	40,705	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$3,915,021	40,756	+128.1%	Shares	Sole	2024-02-13
2022-09-30	$1,308,075	17,865	+0.6%	Shares	Sole	2022-11-08
2022-06-30	$1,411,994	17,752	-0.9%	Shares	Sole	2022-08-05
2022-03-31	$1,755,585	17,905	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$1,661,094	17,867	-0.3%	Shares	Sole	2022-01-20
2021-09-30	$1,688,629	17,926	+1.9%	Shares	Sole	2021-10-21
2021-06-30	$1,692,957	17,591	-2.2%	Shares	Sole	2021-07-21
2021-03-31	$1,623,148	17,991	-5.2%	Shares	Sole	2021-04-28
2020-12-31	$1,525,663	18,983	-52.0%	Shares	Sole	2021-02-02
2020-09-30	$2,594,014	39,561	-2.2%	Shares	Sole	2020-11-09
2020-06-30	$2,509,857	40,462	+2.0%	Shares	Sole	2020-08-07
2020-03-31	$1,890,370	39,672	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.