Obermeyer Wealth Partners

Position in ETN — Eaton Corp plc

CIK 1349654 ASPEN, CO

Position in ETN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,064,332

+$611,386 QoQ

Shares Held

9,538

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#813

of 2,629 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Obermeyer Wealth Partners holds $6,824,335 across 6 Specialty Industrial Machinery names. ETN ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	9,538	$4,064,332
2	EMR	Emerson Electric Co	6,719	$961,824
3	CMI	Cummins Inc	1,213	$865,123
4	GEV	GE Vernova Inc.	341	$400,627
5	ITW	Illinois Tool Works Inc	1,000	$270,470
6	DOV	DOVER Corp	1,168	$261,959

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,064,332	9,538	-1.2%	Shares	Sole	2026-07-29
2026-03-31	$3,452,946	9,654	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$3,136,049	9,846	-1.3%	Shares	Sole	2026-01-29
2025-09-30	$3,731,646	9,971	+4.8%	Shares	Sole	2025-10-27
2025-06-30	$3,397,830	9,518	-11.1%	Shares	Sole	2025-08-05
2025-03-31	$2,909,124	10,702	+13.0%	Shares	Sole	2025-05-06
2024-12-31	$3,142,145	9,468	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$3,095,981	9,341	-12.6%	Shares	Sole	2024-11-05
2024-06-30	$3,350,281	10,685	+1.4%	Shares	Sole	2024-08-01
2024-03-31	$3,295,021	10,538	+891.3%	Shares	Sole	2024-05-07
2023-09-30	$226,716	1,063	-45.9%	Shares	Sole	2023-11-08
2022-06-30	$247,696	1,966	-13.7%	Shares	Sole	2022-08-15
2022-03-31	$345,557	2,277	-19.7%	Shares	Sole	2022-05-16
2021-09-30	$423,592	2,837	-6.6%	Shares	Sole	2021-10-19
2021-06-30	$450,022	3,037	+7.0%	Shares	Sole	2021-07-29
2021-03-31	$392,300	2,837	-11.4%	Shares	Sole	2021-05-10
2020-12-31	$384,568	3,201	-1.1%	Shares	Sole	2021-02-03
2020-09-30	$330,373	3,238	-37.9%	Shares	Sole	2020-10-22
2020-06-30	$455,770	5,210	-98.4%	Shares	Sole	2020-07-20
2020-03-31	$25,517,746	328,456	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.