Position in ETN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,167,983
+$724,649 QoQ
Shares Held
12,128
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#728
of 2,629 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. ETN ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,057 | $9,465,847 | |
| 2 | ETN |
Eaton Corp plc
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|
12,128 | $5,167,983 | |
| 3 | CMI |
Cummins Inc
|
6,837 | $4,876,216 | |
| 4 | AME |
Ametek Inc/
|
14,875 | $3,598,857 | |
| 5 | EMR |
Emerson Electric Co
|
22,813 | $3,265,680 | |
| 6 | ROK |
Rockwell Automation, Inc
|
3,180 | $1,574,354 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,492 | $1,459,355 | |
| 8 | SYM |
Symbotic Inc.
|
27,569 | $1,239,226 |
All Filings in ETN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,167,983 | 12,128 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,443,334 | 12,423 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,506,158 | 11,008 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,388,455 | 11,726 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,537,484 | 7,108 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,769,885 | 6,511 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,241,449 | 6,754 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,025,429 | 6,111 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,885,376 | 6,013 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,723,492 | 5,512 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,265,990 | 5,257 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $740,081 | 3,470 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $853,066 | 4,242 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $430,920 | 2,515 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $406,500 | 2,590 | Shares | Sole | 2023-05-01 | |
| 2020-12-31 | $132,154 | 1,100 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||