Sound Financial Strategies Group, LLC

Position in EMR — Emerson Electric Co

CIK 1800620 MADISON, MS

Position in EMR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$385,359

+$39,074 QoQ

Shares Held

2,692

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,596

of 2,282 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,755,122 across 6 Specialty Industrial Machinery names. EMR ranks #1 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	2,692	$385,359
2	NDSN	Nordson Corp	1,033	$311,645
3	DOV	DOVER Corp	1,340	$300,535
4	ITW	Illinois Tool Works Inc	1,024	$276,961
5	AOS	Smith A O Corp	3,984	$249,876
6	PNR	PENTAIR plc	3,010	$230,746

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,359	2,692	+1.9%	Shares	Sole	2026-08-10
2026-03-31	$346,285	2,643	-44.9%	Shares	Sole	2026-05-08
2025-12-31	$636,126	4,793	-9.4%	Shares	Sole	2026-02-03
2025-09-30	$694,073	5,291	-19.9%	Shares	Sole	2025-10-23
2025-06-30	$881,044	6,608	+7.2%	Shares	Sole	2025-08-06
2025-03-31	$675,601	6,162	-17.2%	Shares	Sole	2025-05-09
2024-12-31	$921,791	7,438	+12.2%	Shares	Sole	2025-02-06
2024-09-30	$724,904	6,628	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$714,497	6,486	+6.6%	Shares	Sole	2024-08-12
2024-03-31	$689,820	6,082	-1.2%	Shares	Sole	2024-05-13
2023-12-31	$599,163	6,156	-35.2%	Shares	Sole	2024-02-02
2023-09-30	$917,221	9,498	-6.4%	Shares	Sole	2023-11-06
2023-06-30	$916,916	10,144	-12.3%	Shares	Sole	2023-08-07
2022-12-31	$1,111,318	11,569	+33.6%	Shares	Sole	2023-01-30
2022-03-31	$849,113	8,660	+36.7%	Shares	Sole	2022-05-05
2021-12-31	$588,964	6,335	-1.8%	Shares	Sole	2022-02-03
2021-09-30	$607,778	6,452	-0.7%	Shares	Sole	2021-11-03
2021-06-30	$625,271	6,497	-2.6%	Shares	Sole	2021-07-30
2021-03-31	$601,857	6,671	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.