Position in ETN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,128,365
+$473,472 QoQ
Shares Held
2,648
+44.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,343
of 2,629 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,789,978 across 12 Specialty Industrial Machinery names. ETN ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
2,649 | $1,311,466 | |
| 2 | ETN |
Eaton Corp plc
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|
2,648 | $1,128,365 | |
| 3 | GEV |
GE Vernova Inc.
|
610 | $716,664 | |
| 4 | PH |
Parker-Hannifin Corp
|
715 | $699,355 | |
| 5 | EMR |
Emerson Electric Co
|
2,253 | $322,516 | |
| 6 | CMI |
Cummins Inc
|
386 | $275,299 | |
| 7 | ITW |
Illinois Tool Works Inc
|
469 | $126,850 | |
| 8 | AME |
Ametek Inc/
|
510 | $123,389 |
All Filings in ETN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,365 | 2,648 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $654,893 | 1,831 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $614,724 | 1,930 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $722,302 | 1,930 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $785,378 | 2,200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $638,800 | 2,350 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $947,488 | 2,855 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,019,178 | 3,075 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,079,552 | 3,443 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,109,388 | 3,548 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,086,579 | 4,512 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $983,860 | 4,613 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $927,674 | 4,613 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $817,120 | 4,769 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $807,350 | 5,144 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $686,003 | 5,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $649,856 | 5,158 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $819,352 | 5,399 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $959,466 | 6,426 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $961,095 | 6,486 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $932,145 | 6,741 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $849,509 | 7,071 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $836,135 | 8,195 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $747,516 | 8,545 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $750,485 | 9,660 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||