Position in ETN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$213,509,318
+$42,557,676 QoQ
Shares Held
596,945
+11.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 98.99186692241328.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0081330775867123.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $754,501,402 across 18 Specialty Industrial Machinery names. ETN ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,811,452 | $237,336,441 | |
| 2 | ETN |
Eaton Corp plc
This page
|
596,945 | $213,509,318 | |
| 3 | AME |
Ametek Inc/
|
748,801 | $160,512,982 | |
| 4 | PH |
Parker-Hannifin Corp
|
70,675 | $63,271,087 | |
| 5 | XYL |
Xylem Inc.
|
146,425 | $17,497,787 | |
| 6 | GEV |
GE Vernova Inc.
|
19,063 | $16,640,092 | |
| 7 | ROK |
Rockwell Automation, Inc
|
36,688 | $13,166,589 | |
| 8 | ITW |
Illinois Tool Works Inc
|
44,308 | $11,532,929 |
All Filings in ETN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,509,318 | 596,945 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $170,951,642 | 536,723 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $198,917,243 | 531,509 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $192,546,483 | 539,361 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $163,388,586 | 601,069 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $179,101,278 | 539,673 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,449,119 | 109,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,444,319 | 113,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,969,505 | 111,838 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,101,872 | 104,235 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $3,576,279 | 16,768 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,066,031 | 5,301 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $985,205 | 5,750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,091,430 | 6,954 | Shares | Sole | 2023-01-24 | |
| 2020-12-31 | $9,971 | 83 | Shares | Sole | 2021-02-24 | |
| No filing history on record for this holder in this stock. | ||||||