Position in ETN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,746,665
+$292,737 QoQ
Shares Held
4,099
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,134
of 2,636 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modera Wealth Management, LLC holds $60,920,786 across 11 Specialty Industrial Machinery names. ETN ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
190,231 | $27,231,567 | |
| 2 | DOV |
DOVER Corp
|
87,646 | $19,657,244 | |
| 3 | OTIS |
Otis Worldwide Corp
|
60,554 | $4,335,666 | |
| 4 | GEV |
GE Vernova Inc.
|
2,279 | $2,677,505 | |
| 5 | ETN |
Eaton Corp plc
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|
4,099 | $1,746,665 | |
| 6 | ITW |
Illinois Tool Works Inc
|
6,274 | $1,696,928 | |
| 7 | CMI |
Cummins Inc
|
2,142 | $1,527,695 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,303 | $645,089 |
All Filings in ETN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,746,665 | 4,099 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,453,928 | 4,065 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,177,212 | 3,696 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,380,608 | 3,689 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,320,863 | 3,700 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $955,210 | 3,514 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $899,699 | 2,711 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,114,301 | 3,362 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $763,180 | 2,434 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $757,936 | 2,424 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $560,147 | 2,326 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $527,868 | 2,475 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $525,876 | 2,615 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $203,894 | 1,190 | Shares | Sole | 2023-05-05 | |
| 2022-09-30 | $295,125 | 2,213 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $276,800 | 2,197 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $262,544 | 1,730 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||