Circle Wealth Management, LLC

Position in ETN — Eaton Corp plc

CIK 1578242 SUMMIT, NJ

Position in ETN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$591,880

+$95,077 QoQ

Shares Held

1,389

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,689

of 2,636 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $7,853,245 across 6 Specialty Industrial Machinery names. ETN ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	32,851	$2,352,131
2	ITW	Illinois Tool Works Inc	7,541	$2,039,614
3	ROK	Rockwell Automation, Inc	2,662	$1,317,902
4	XYL	Xylem Inc.	8,393	$992,136
5	ETN	Eaton Corp plc This page	1,389	$591,880
6	SYM	Symbotic Inc.	12,449	$559,582

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,880	1,389	0.0%	Shares	Sole	2026-08-12
2026-03-31	$496,803	1,389	+17.7%	Shares	Sole	2026-05-12
2025-12-31	$375,841	1,180	+14.1%	Shares	Sole	2026-02-13
2025-09-30	$386,974	1,034	0.0%	Shares	Sole	2025-11-14
2025-06-30	$369,127	1,034	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$284,606	1,047	+1.3%	Shares	Sole	2025-05-14
2024-12-31	$343,153	1,034	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$340,388	1,027	0.0%	Shares	Sole	2024-11-14
2024-06-30	$322,015	1,027	-16.9%	Shares	Sole	2024-08-13
2024-03-31	$386,472	1,236	+7.5%	Shares	Sole	2024-05-14
2023-12-31	$276,943	1,150	-3.0%	Shares	Sole	2024-02-15
2023-09-30	$252,950	1,186	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.