Position in ETN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,173,902
+$7,527,361 QoQ
Shares Held
49,690
+30.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#343
of 2,629 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $90,934,189 across 21 Specialty Industrial Machinery names. ETN ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,651 | $21,912,313 | |
| 2 | ETN |
Eaton Corp plc
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|
49,690 | $21,173,902 | |
| 3 | ITW |
Illinois Tool Works Inc
|
49,290 | $13,331,466 | |
| 4 | PNR |
PENTAIR plc
|
83,636 | $6,411,535 | |
| 5 | CMI |
Cummins Inc
|
7,364 | $5,252,078 | |
| 6 | AME |
Ametek Inc/
|
21,098 | $5,104,450 | |
| 7 | EMR |
Emerson Electric Co
|
31,686 | $4,535,850 | |
| 8 | PH |
Parker-Hannifin Corp
|
4,327 | $4,232,325 |
All Filings in ETN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,173,902 | 49,690 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,646,541 | 38,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,525,921 | 36,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,063,976 | 13,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,529,132 | 12,687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,355,741 | 12,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,835,753 | 11,558 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,539,161 | 7,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,395,522 | 7,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,289,754 | 7,323 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,647,208 | 6,840 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,616,235 | 7,578 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $265,049 | 1,318 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $299,673 | 1,749 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $301,814 | 1,923 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||