Annex Advisory Services, LLC

Position in ETN — Eaton Corp plc

CIK 1542287 BROOKFIELD, WI

Position in ETN

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$10,905,689

-$432,450 QoQ

Shares Held

25,593

-19.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#39

of 406 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Jun 30, 2026

Annex Advisory Services, LLC holds $20,758,922 across 10 Specialty Industrial Machinery names. ETN ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	25,593	$10,905,689
2	GHM	Graham Corp	31,160	$3,857,296
3	GEV	GE Vernova Inc.	1,199	$1,408,657
4	GNRC	Generac Holdings Inc.	3,307	$968,322
5	AME	Ametek Inc/	3,974	$961,469
6	ROK	Rockwell Automation, Inc	1,861	$921,343
7	ITW	Illinois Tool Works Inc	2,295	$620,728
8	DOV	DOVER Corp	2,463	$552,401

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,905,689	25,593	-19.3%	Shares	Sole	2026-07-10
2026-03-31	$11,338,139	31,700	+0.7%	Shares	Sole	2026-04-16
2025-12-31	$10,025,420	31,476	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$11,739,099	31,367	+10.5%	Shares	Sole	2025-10-17
2025-06-30	$10,132,447	28,383	+2.0%	Shares	Sole	2025-07-11
2025-03-31	$7,560,951	27,815	-1.5%	Shares	Sole	2025-04-11
2024-12-31	$9,369,685	28,233	+4.3%	Shares	Sole	2025-01-16
2024-09-30	$8,970,092	27,064	+2.4%	Shares	Sole	2024-10-10
2024-06-30	$8,287,440	26,431	-5.4%	Shares	Sole	2024-07-12
2024-03-31	$8,735,341	27,937	+1.9%	Shares	Sole	2024-04-12
2023-12-31	$6,601,357	27,412	+1.0%	Shares	Sole	2024-02-13
2023-09-30	$5,789,059	27,143	-31.8%	Shares	Sole	2023-11-01
2023-06-30	$8,000,964	39,786	+24.3%	Shares	Sole	2023-07-24
2023-03-31	$5,483,051	32,001	+1.1%	Shares	Sole	2023-04-27
2022-12-31	$4,966,682	31,645	-0.3%	Shares	Sole	2023-01-30
2022-09-30	$4,232,713	31,739	-3.2%	Shares	Sole	2022-10-24
2022-06-30	$4,129,952	32,780	+3.5%	Shares	Sole	2022-07-27
2022-03-31	$4,807,453	31,678	+1.7%	Shares	Sole	2022-04-13
2021-09-30	$4,651,902	31,156	-0.4%	Shares	Sole	2021-10-18
2021-06-30	$4,635,959	31,286	+2.2%	Shares	Sole	2021-07-29
2021-03-31	$4,232,059	30,605	-4.0%	Shares	Sole	2021-04-22
2020-12-31	$3,830,663	31,885	+164.6%	Shares	Sole	2021-01-28
2020-09-30	$1,229,665	12,052	+87.6%	Shares	Sole	2020-10-23
2020-06-30	$561,971	6,424	+0.4%	Shares	Sole	2020-07-21
2020-03-31	$497,138	6,399	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.