Compass Wealth Management LLC

Position in EMR — Emerson Electric Co

CIK 1965653 GUILFORD, CT

Position in EMR

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

Position Value

$1,849,211

+$130,491 QoQ

Shares Held

12,918

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#860

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

Compass Wealth Management LLC holds $6,404,873 across 8 Specialty Industrial Machinery names. EMR ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNR	PENTAIR plc	29,022	$2,224,826
2	EMR	Emerson Electric Co This page	12,918	$1,849,211
3	OTIS	Otis Worldwide Corp	7,741	$554,255
4	ETN	Eaton Corp plc	1,010	$430,381
5	DOV	DOVER Corp	1,897	$425,459
6	CMI	Cummins Inc	469	$334,495
7	PH	Parker-Hannifin Corp	300	$293,436
8	GNRC	Generac Holdings Inc.	1,000	$292,810

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,849,211	12,918	-1.5%	Shares	Sole	2026-08-10
2026-03-31	$1,718,720	13,118	-2.3%	Shares	Sole	2026-04-21
2025-12-31	$1,781,898	13,426	-1.5%	Shares	Sole	2026-02-11
2025-09-30	$1,788,114	13,631	-3.7%	Shares	Sole	2025-11-07
2025-06-30	$1,886,486	14,149	-1.9%	Shares	Sole	2025-08-08
2025-03-31	$1,581,557	14,425	-6.9%	Shares	Sole	2025-04-29
2024-12-31	$1,920,915	15,500	-4.4%	Shares	Sole	2025-01-21
2024-09-30	$1,772,887	16,210	-12.3%	Shares	Sole	2024-10-16
2024-06-30	$2,035,756	18,480	-0.5%	Shares	Sole	2024-07-16
2024-03-31	$2,107,343	18,580	-3.0%	Shares	Sole	2024-04-05
2023-12-31	$1,864,064	19,152	-5.2%	Shares	Sole	2024-01-04
2023-09-30	$1,949,941	20,192	-3.7%	Shares	Sole	2023-10-25
2023-06-30	$1,895,930	20,975	-1.5%	Shares	Sole	2023-07-27
2023-03-31	$1,856,082	21,300	-4.8%	Shares	Sole	2023-05-15
2022-12-31	$2,149,342	22,375	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.