Position in ETN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$87,736,808
+$18,372,020 QoQ
Shares Held
245,301
+12.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.4048087859405383.ToString("F0")%
Shared 0.ToString("F0")%
None 99.59519121405947.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Creative Planning holds $593,087,822 across 50 Specialty Industrial Machinery names. ETN ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
103,344 | $90,208,976 | |
| 2 | ETN |
Eaton Corp plc
This page
|
245,301 | $87,736,808 | |
| 3 | DOV |
DOVER Corp
|
262,885 | $54,798,377 | |
| 4 | CMI |
Cummins Inc
|
84,737 | $45,590,200 | |
| 5 | PH |
Parker-Hannifin Corp
|
46,359 | $41,502,430 | |
| 6 | EMR |
Emerson Electric Co
|
281,876 | $36,931,393 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,152 | $25,027,403 | |
| 8 | GGG |
Graco Inc
|
229,123 | $19,395,261 |
All Filings in ETN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,736,808 | 245,301 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $69,364,788 | 217,779 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,156,108 | 219,522 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $76,163,816 | 213,350 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $57,636,657 | 212,032 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $58,577,377 | 176,507 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $60,012,846 | 181,067 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $55,298,282 | 176,362 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $55,269,629 | 176,761 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $40,535,063 | 168,321 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $51,273,577 | 240,405 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $34,342,450 | 170,773 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $28,621,661 | 167,046 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,964,626 | 88,975 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,136,893 | 68,513 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,522,593 | 67,645 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,498,658 | 62,590 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $8,476,179 | 56,769 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,944,077 | 53,611 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,503,487 | 54,263 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,738,532 | 56,089 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,524,724 | 44,347 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,360,631 | 38,416 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,994,794 | 38,548 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||