Compound Planning, Inc.

Position in EMR — Emerson Electric Co

CIK 1978879 NEW YORK, NY

Position in EMR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,541,867

+$163,145 QoQ

Shares Held

10,771

+2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#934

of 2,282 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compound Planning, Inc. holds $25,867,386 across 22 Specialty Industrial Machinery names. EMR ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	7,471	$8,777,378
2	ETN	Eaton Corp plc	7,463	$3,180,133
3	PH	Parker-Hannifin Corp	2,573	$2,516,702
4	CMI	Cummins Inc	3,248	$2,316,505
5	ITW	Illinois Tool Works Inc	5,898	$1,595,231
6	EMR	Emerson Electric Co This page	10,771	$1,541,867
7	ROK	Rockwell Automation, Inc	2,317	$1,147,100
8	AME	Ametek Inc/	2,656	$642,592

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,541,867	10,771	+2.4%	Shares	Other	2026-08-04
2026-03-31	$1,378,722	10,523	+4.7%	Shares	Sole	2026-05-14
2025-12-31	$1,333,835	10,050	+5.9%	Shares	Defined	2026-02-19
2025-09-30	$1,244,373	9,486	+6.2%	Shares	Sole	2025-11-10
2025-06-30	$1,190,503	8,929	+20.2%	Shares	Sole	2025-08-14
2025-03-31	$814,186	7,426	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$905,556	7,307	+15.1%	Shares	Sole	2025-01-17
2024-09-30	$694,390	6,349	+0.8%	Shares	Sole	2024-10-08
2024-06-30	$693,897	6,299	+85.6%	Shares	Sole	2024-07-26
2024-03-31	$384,947	3,394	+12.4%	Shares	Sole	2024-05-07
2023-12-31	$293,839	3,019	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.