OXFORD FINANCIAL GROUP, LTD. LLC

Position in ETN — Eaton Corp plc

CIK 1245862 INDIANAPOLIS, IN

Position in ETN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,285,592

+$825,090 QoQ

Shares Held

12,404

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#719

of 2,629 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $7,948,886 across 5 Specialty Industrial Machinery names. ETN ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	12,404	$5,285,592
2	GEV	GE Vernova Inc.	886	$1,040,925
3	ROK	Rockwell Automation, Inc	1,962	$971,346
4	DOV	DOVER Corp	1,488	$333,728
5	PNR	PENTAIR plc	4,139	$317,295

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,285,592	12,404	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$4,460,502	12,471	+4.2%	Shares	Sole	2026-05-06
2025-12-31	$3,811,290	11,966	-3.4%	Shares	Sole	2026-02-13
2025-09-30	$4,635,086	12,385	+5.1%	Shares	Sole	2025-11-13
2025-06-30	$4,208,198	11,788	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$3,214,933	11,827	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$3,990,404	12,024	-0.7%	Shares	Sole	2025-02-11
2024-09-30	$4,012,412	12,106	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$3,842,241	12,254	+1.3%	Shares	Sole	2024-08-14
2024-03-31	$3,784,053	12,102	-0.8%	Shares	Sole	2024-05-13
2023-12-31	$2,936,799	12,195	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$2,558,293	11,995	-9.4%	Shares	Sole	2023-11-13
2023-06-30	$2,661,960	13,237	+2.5%	Shares	Sole	2023-08-10
2023-03-31	$2,211,999	12,910	+4.6%	Shares	Sole	2023-05-12
2022-12-31	$1,936,606	12,339	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$1,637,660	12,280	-1.2%	Shares	Sole	2022-11-02
2022-06-30	$1,565,173	12,423	-1.0%	Shares	Sole	2022-08-11
2022-03-31	$1,904,436	12,549	+2.6%	Shares	Sole	2022-05-13
2021-09-30	$1,826,359	12,232	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$1,842,618	12,435	+1.7%	Shares	Sole	2021-08-03
2021-03-31	$1,691,026	12,229	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.