Forza Wealth Management, LLC

Position in EMR — Emerson Electric Co

CIK 1963030 SARASOTA, FL

Position in EMR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,568,254

+$217,625 QoQ

Shares Held

17,941

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#736

of 2,282 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Forza Wealth Management, LLC holds $5,268,051 across 6 Specialty Industrial Machinery names. EMR ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co This page	17,941	$2,568,254
2	GNRC	Generac Holdings Inc.	2,466	$722,069
3	GEV	GE Vernova Inc.	611	$717,839
4	XYL	Xylem Inc.	4,161	$491,871
5	ITW	Illinois Tool Works Inc	1,450	$392,181
6	ETN	Eaton Corp plc	882	$375,837

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,568,254	17,941	0.0%	Shares	Sole	2026-07-17
2026-03-31	$2,350,629	17,941	+1.1%	Shares	Sole	2026-04-30
2025-12-31	$2,355,780	17,750	+1.6%	Shares	Sole	2026-02-02
2025-09-30	$2,291,452	17,468	-1.1%	Shares	Sole	2025-10-22
2025-06-30	$2,355,674	17,668	-0.4%	Shares	Sole	2025-07-18
2025-03-31	$1,945,342	17,743	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$2,195,172	17,713	+0.4%	Shares	Sole	2025-01-13
2024-09-30	$1,928,739	17,635	+2.8%	Shares	Sole	2024-10-28
2024-06-30	$1,890,345	17,160	0.0%	Shares	Sole	2024-07-17
2024-03-31	$1,946,287	17,160	-0.6%	Shares	Sole	2024-04-22
2023-12-31	$1,679,915	17,260	-1.9%	Shares	Sole	2024-01-24
2023-09-30	$1,698,666	17,590	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$1,601,258	17,715	+0.2%	Shares	Sole	2023-07-25
2023-03-31	$1,540,635	17,680	+5.1%	Shares	Sole	2023-05-03
2022-12-31	$1,616,497	16,828	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.