Position in ETN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,000,184
+$2,199,402 QoQ
Shares Held
23,468
+7.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#519
of 2,629 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $30,556,236 across 7 Specialty Industrial Machinery names. ETN ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,590 | $11,118,943 | |
| 2 | ETN |
Eaton Corp plc
This page
|
23,468 | $10,000,184 | |
| 3 | GEV |
GE Vernova Inc.
|
5,392 | $6,334,845 | |
| 4 | OTIS |
Otis Worldwide Corp
|
18,301 | $1,310,351 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,382 | $1,185,199 | |
| 6 | EMR |
Emerson Electric Co
|
2,814 | $402,824 | |
| 7 | RRX |
Regal Rexnord Corp
|
856 | $203,890 |
All Filings in ETN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,000,184 | 23,468 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,800,782 | 21,810 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,534,869 | 20,517 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,237,995 | 19,340 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,654,293 | 18,640 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,851,893 | 17,849 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,423,419 | 16,342 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,924,866 | 14,859 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,921,883 | 12,508 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,298,247 | 4,152 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $243,950 | 1,013 | Shares | Sole | 2024-01-29 | |
| 2021-09-30 | $276,223 | 1,850 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $281,542 | 1,900 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $262,732 | 1,900 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $228,266 | 1,900 | Shares | Sole | 2021-01-21 | |
| 2020-06-30 | $255,529 | 2,921 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $226,932 | 2,921 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||