Position in ETN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,386,168
+$258,435 QoQ
Shares Held
3,253
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,241
of 2,647 holders
Holding Since
Dec 2020
19 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, 2026Evercore Wealth Management, LLC holds $131,054,065 across 12 Specialty Industrial Machinery names. ETN ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
370,495 | $108,484,639 | |
| 2 | ITW |
Illinois Tool Works Inc
|
20,072 | $5,428,873 | |
| 3 | EMR |
Emerson Electric Co
|
29,880 | $4,277,321 | |
| 4 | GEV |
GE Vernova Inc.
|
3,577 | $4,202,473 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,523 | $2,467,796 | |
| 6 | OTIS |
Otis Worldwide Corp
|
21,182 | $1,516,630 | |
| 7 | DOV |
DOVER Corp
|
6,574 | $1,474,416 | |
| 8 | ETN |
Eaton Corp plc
This page
|
3,253 | $1,386,168 |
All Filings in ETN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,386,168 | 3,253 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,127,733 | 3,153 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,004,262 | 3,153 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,180,010 | 3,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,159,146 | 3,247 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $896,495 | 3,298 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,265,751 | 3,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,264,111 | 3,814 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,137,245 | 3,627 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,143,470 | 3,657 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $885,976 | 3,679 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $800,653 | 3,754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $557,449 | 2,772 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $306,013 | 1,786 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $268,541 | 1,711 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $233,072 | 1,561 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $260,944 | 1,761 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $265,221 | 1,918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $266,230 | 2,216 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||