Ethos Financial Group, LLC

Position in EMR — Emerson Electric Co

CIK 1954242 KING OF PRUSSIA, PA

Position in EMR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$240,778

+$9,921 QoQ

Shares Held

1,682

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,854

of 2,286 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Ethos Financial Group, LLC holds $2,100,673 across 4 Specialty Industrial Machinery names. EMR ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	2,010	$856,501
2	GEV	GE Vernova Inc.	463	$543,960
3	ROK	Rockwell Automation, Inc	928	$459,434
4	EMR	Emerson Electric Co This page	1,682	$240,778

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,778	1,682	-4.5%	Shares	Sole	2026-08-07
2026-03-31	$230,857	1,762	+10.6%	Shares	Sole	2026-05-05
2025-12-31	$211,422	1,593	-9.8%	Shares	Sole	2026-01-20
2025-09-30	$231,663	1,766	-7.8%	Shares	Sole	2025-10-23
2025-06-30	$255,460	1,916	+14.3%	Shares	Sole	2025-08-06
2025-03-31	$183,866	1,677	0.0%	Shares	Sole	2025-05-13
2024-12-31	$207,830	1,677	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.