Welch & Forbes LLC

Position in ETN — Eaton Corp plc

CIK 105495 Boston, MA

Position in ETN

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

Position Value

$2,183,012

+$985,176 QoQ

Shares Held

5,123

+53.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,035

of 2,629 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Industrials · as of Jun 30, 2026

Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. ETN ranks #10 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	395,967	$46,807,259
2	AOS	Smith A O Corp	532,209	$33,380,148
3	DOV	DOVER Corp	142,893	$32,048,042
4	CMI	Cummins Inc	41,387	$29,517,622
5	OTIS	Otis Worldwide Corp	238,066	$17,045,525
6	EMR	Emerson Electric Co	111,601	$15,975,683
7	GEV	GE Vernova Inc.	10,672	$12,538,105
8	ITW	Illinois Tool Works Inc	22,109	$5,979,821

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,183,012	5,123	+53.0%	Shares	Sole	2026-07-30
2026-03-31	$1,197,836	3,349	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$1,085,800	3,409	+1.6%	Shares	Sole	2026-02-10
2025-09-30	$1,255,983	3,356	-10.6%	Shares	Sole	2025-11-04
2025-06-30	$1,340,854	3,756	-0.1%	Shares	Sole	2025-08-05
2025-03-31	$1,021,808	3,759	+5.4%	Shares	Sole	2025-05-02
2024-12-31	$1,183,780	3,567	+29.1%	Shares	Sole	2025-02-07
2024-09-30	$916,100	2,764	+3.5%	Shares	Sole	2024-11-04
2024-06-30	$837,492	2,671	0.0%	Shares	Sole	2024-08-02
2024-03-31	$835,168	2,671	+8.7%	Shares	Sole	2024-05-03
2023-12-31	$591,935	2,458	0.0%	Shares	Sole	2024-02-06
2023-09-30	$524,242	2,458	-1.1%	Shares	Sole	2023-11-03
2023-06-30	$499,934	2,486	+4.2%	Shares	Sole	2023-07-28
2023-03-31	$408,817	2,386	-3.6%	Shares	Sole	2023-04-14
2022-12-31	$388,608	2,476	+8.8%	Shares	Sole	2023-02-02
2022-09-30	$303,527	2,276	—	Shares	Sole	2022-10-31
No filing history on record for this holder in this stock.