Position in ETN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$804,088
+$123,085 QoQ
Shares Held
1,887
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,523
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, 2026Forvis Mazars Wealth Advisors, LLC holds $15,617,764 across 8 Specialty Industrial Machinery names. ETN ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,586 | $6,836,831 | |
| 2 | GEV |
GE Vernova Inc.
|
3,448 | $4,050,917 | |
| 3 | EMR |
Emerson Electric Co
|
11,977 | $1,714,507 | |
| 4 | ETN |
Eaton Corp plc
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|
1,887 | $804,088 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,725 | $737,030 | |
| 6 | WTS |
Watts Water Technologies Inc
|
1,490 | $583,260 | |
| 7 | OTIS |
Otis Worldwide Corp
|
8,070 | $577,812 | |
| 8 | DOV |
DOVER Corp
|
1,397 | $313,319 |
All Filings in ETN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,088 | 1,887 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $681,003 | 1,904 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $639,249 | 2,007 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $716,688 | 1,915 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $751,820 | 2,106 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $564,319 | 2,076 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $664,735 | 2,003 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $722,539 | 2,180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $691,691 | 2,206 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $681,955 | 2,181 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $535,342 | 2,223 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $468,149 | 2,195 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $784,893 | 3,903 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $393,910 | 2,299 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $372,285 | 2,372 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $267,786 | 2,008 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $250,090 | 1,985 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $266,945 | 1,759 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $224,711 | 1,505 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $241,385 | 1,629 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $222,215 | 1,607 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $444,397 | 3,699 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $382,714 | 3,751 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $745,504 | 8,522 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $590,133 | 7,596 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||