Sovereign Investment Advisors, LLC

Position in EMR — Emerson Electric Co

CIK 1908165 PHOENIX, AZ

Position in EMR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$667,222

+$56,538 QoQ

Shares Held

4,661

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,277

of 2,280 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sovereign Investment Advisors, LLC holds $1,700,156 across 4 Specialty Industrial Machinery names. EMR ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	4,661	$667,222
2	ROK	Rockwell Automation, Inc	883	$437,155
3	PH	Parker-Hannifin Corp	376	$367,773
4	ITW	Illinois Tool Works Inc	843	$228,006

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,222	4,661	0.0%	Shares	Sole	2026-08-14
2026-03-31	$610,684	4,661	+59.1%	Shares	Sole	2026-05-12
2024-12-31	$363,114	2,930	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.