Sovereign Financial Group, Inc.

Position in EMR — Emerson Electric Co

CIK 1846175 STAMFORD, CT

Position in EMR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$201,841

-$33,869 QoQ

Shares Held

1,410

-20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,972

of 2,290 holders

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $2,760,902 across 6 Specialty Industrial Machinery names. EMR ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,076	$1,264,149
2	CMI	Cummins Inc	969	$691,100
3	ETN	Eaton Corp plc	794	$338,339
4	OTIS	Otis Worldwide Corp	3,646	$261,053
5	EMR	Emerson Electric Co This page	1,410	$201,841
6	OPTT	Ocean Power Technologies, Inc.	17,000	$4,420

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,841	1,410	-20.6%	Shares	Sole	2026-07-24
2025-12-31	$235,710	1,776	+2.5%	Shares	Sole	2026-01-07
2025-09-30	$227,334	1,733	+1.4%	Shares	Sole	2025-10-17
2025-06-30	$227,860	1,709	-5.4%	Shares	Sole	2025-07-25
2024-12-31	$223,941	1,807	-3.2%	Shares	Sole	2025-01-14
2024-09-30	$204,193	1,867	+4.7%	Shares	Sole	2024-10-08
2024-03-31	$202,227	1,783	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.