Beacon Financial Advisory LLC

Position in EMR — Emerson Electric Co

CIK 1800502 Cleveland, OH

Position in EMR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$453,928

+$54,842 QoQ

Shares Held

3,171

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,515

of 2,286 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $2,227,879 across 4 Specialty Industrial Machinery names. EMR ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	2,132	$908,487
2	GEV	GE Vernova Inc.	515	$605,052
3	EMR	Emerson Electric Co This page	3,171	$453,928
4	ROK	Rockwell Automation, Inc	526	$260,412

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,928	3,171	+4.1%	Shares	Sole	2026-08-05
2026-03-31	$399,086	3,046	+14.0%	Shares	Sole	2026-04-27
2025-12-31	$354,627	2,672	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$346,708	2,643	-4.6%	Shares	Sole	2025-10-29
2025-06-30	$369,190	2,769	+2.9%	Shares	Sole	2025-07-22
2025-03-31	$295,150	2,692	+2.2%	Shares	Sole	2025-04-24
2024-12-31	$326,555	2,635	+3.0%	Shares	Sole	2025-01-27
2024-09-30	$279,877	2,559	-31.4%	Shares	Sole	2024-10-30
2024-06-30	$410,676	3,728	-62.3%	Shares	Sole	2024-07-26
2024-03-31	$1,121,156	9,885	+2.2%	Shares	Sole	2024-05-01
2023-12-31	$941,375	9,672	-0.2%	Shares	Sole	2024-01-23
2023-09-30	$936,246	9,695	+2.6%	Shares	Sole	2023-10-25
2023-06-30	$854,095	9,449	+6.9%	Shares	Sole	2023-07-17
2023-03-31	$770,317	8,840	+7.6%	Shares	Sole	2023-04-18
2022-12-31	$789,325	8,217	+0.8%	Shares	Sole	2023-01-20
2022-09-30	$597,035	8,154	-1.2%	Shares	Sole	2022-10-21
2022-06-30	$656,523	8,254	+0.4%	Shares	Sole	2022-07-25
2022-03-31	$806,363	8,224	+6.0%	Shares	Sole	2022-04-27
2021-12-31	$721,075	7,756	+0.2%	Shares	Sole	2022-01-21
2021-09-30	$729,390	7,743	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$745,090	7,742	-21.7%	Shares	Sole	2021-07-14
2021-03-31	$892,275	9,890	+6.9%	Shares	Sole	2021-04-20
2020-06-30	$573,653	9,248	0.0%	Shares	Sole	2020-07-07
2020-03-31	$440,667	9,248	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.