Position in ETN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,565,023
+$904,272 QoQ
Shares Held
10,713
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#773
of 2,629 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 75%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. ETN ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
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|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in ETN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,565,023 | 10,713 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $3,660,751 | 10,235 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,101,330 | 9,737 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,986,514 | 7,980 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $2,622,805 | 7,347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,067,810 | 7,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,422,650 | 7,300 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,427,797 | 7,325 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,174,469 | 6,935 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,108,713 | 6,744 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,609,881 | 6,685 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,427,056 | 6,691 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,330,879 | 6,618 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,040,204 | 6,071 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $902,775 | 5,752 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $775,754 | 5,817 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $547,551 | 4,346 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $752,577 | 4,959 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $693,246 | 4,643 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $567,381 | 3,829 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $523,113 | 3,783 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,502,876 | 20,833 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,734,612 | 17,001 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,388,745 | 15,875 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,001,812 | 12,895 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||