Position in ETN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,630,530
+$869,137 QoQ
Shares Held
17,907
-5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#602
of 2,629 holders
Holding Since
Mar 2020
25 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, 2026Smith Salley Wealth Management holds $65,392,883 across 8 Specialty Industrial Machinery names. ETN ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
110,491 | $26,732,192 | |
| 2 | CMI |
Cummins Inc
|
23,045 | $16,435,924 | |
| 3 | XYL |
Xylem Inc.
|
79,697 | $9,420,982 | |
| 4 | ETN |
Eaton Corp plc
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|
17,907 | $7,630,530 | |
| 5 | EMR |
Emerson Electric Co
|
14,854 | $2,126,350 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,047 | $2,002,211 | |
| 7 | GEV |
GE Vernova Inc.
|
633 | $743,686 | |
| 8 | ROK |
Rockwell Automation, Inc
|
608 | $301,008 |
All Filings in ETN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,630,530 | 17,907 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,761,393 | 18,904 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,383,774 | 16,903 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,285,903 | 16,796 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,664,717 | 15,868 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,161,445 | 15,309 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,933,579 | 14,866 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,054,791 | 15,251 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,682,555 | 14,934 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,267,407 | 16,846 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,202,559 | 25,756 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $5,590,281 | 26,211 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $6,450,281 | 32,075 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,425,137 | 31,663 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,885,068 | 31,125 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $4,140,160 | 31,045 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $3,853,529 | 30,586 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $4,486,176 | 29,561 | Shares | Other | 2022-05-10 | |
| 2021-09-30 | $4,378,515 | 29,325 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,215,572 | 28,449 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $5,017,351 | 36,284 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,256,439 | 35,429 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,621,554 | 35,495 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,092,242 | 35,348 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $2,682,945 | 34,534 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||