Position in ETN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,105,101
+$2,221,113 QoQ
Shares Held
35,448
-1.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#413
of 2,629 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. ETN ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
96,877 | $47,961,865 | |
| 2 | GEV |
GE Vernova Inc.
|
14,743 | $17,320,960 | |
| 3 | ETN |
Eaton Corp plc
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|
35,448 | $15,105,101 | |
| 4 | AME |
Ametek Inc/
|
60,673 | $14,679,225 | |
| 5 | CMI |
Cummins Inc
|
17,817 | $12,707,262 | |
| 6 | PH |
Parker-Hannifin Corp
|
11,562 | $11,309,023 | |
| 7 | EMR |
Emerson Electric Co
|
41,031 | $5,873,587 | |
| 8 | DOV |
DOVER Corp
|
21,455 | $4,811,927 |
All Filings in ETN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,105,101 | 35,448 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,883,988 | 36,022 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,922,466 | 37,432 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $10,903,902 | 30,544 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,310,386 | 30,572 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,231,220 | 30,829 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,969,715 | 30,080 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,203,586 | 19,785 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,887,139 | 18,828 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,341,984 | 18,030 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,686,758 | 17,286 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $7,863,211 | 39,101 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $279,048 | 22,378 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $845,489 | 5,387 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $551,332 | 4,376 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $597,934 | 3,940 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $356,552 | 2,388 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $384,230 | 2,593 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $301,173 | 2,178 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $218,654 | 1,820 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $202,733 | 1,987 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $204,878 | 2,342 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $356,674 | 4,591 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||