BEACON FINANCIAL GROUP

Position in ETN — Eaton Corp plc

CIK 1591379 DALLAS, TX

Position in ETN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,171,703

+$1,038,333 QoQ

Shares Held

19,177

-3.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#580

of 2,629 holders

Holding Since

Mar 2020

25 quarters on record

Industrials · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $10,632,034 across 6 Specialty Industrial Machinery names. ETN ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	19,177	$8,171,703
2	CMI	Cummins Inc	1,206	$860,131
3	EMR	Emerson Electric Co	3,938	$563,724
4	GEV	GE Vernova Inc.	359	$421,774
5	IEX	Idex Corp /De/	1,796	$407,602
6	AME	Ametek Inc/	856	$207,100

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,171,703	19,177	-3.8%	Shares	Sole	2026-07-16
2026-03-31	$7,133,370	19,944	-4.8%	Shares	Sole	2026-04-30
2025-12-31	$6,673,740	20,953	-5.1%	Shares	Sole	2026-04-01
2025-09-30	$8,266,059	22,087	-7.2%	Shares	Sole	2025-10-08
2025-06-30	$8,493,149	23,791	-5.0%	Shares	Sole	2025-07-09
2025-03-31	$6,805,535	25,036	-6.9%	Shares	Sole	2025-04-10
2024-12-31	$8,928,630	26,904	-6.3%	Shares	Sole	2025-01-29
2024-09-30	$9,518,293	28,718	-3.6%	Shares	Sole	2024-11-12
2024-06-30	$9,340,340	29,789	-4.6%	Shares	Sole	2024-08-06
2024-03-31	$9,760,618	31,216	-5.7%	Shares	Sole	2024-05-07
2023-12-31	$7,975,476	33,118	-3.6%	Shares	Sole	2024-02-23
2023-09-30	$7,323,395	34,337	-1.4%	Shares	Sole	2023-10-16
2023-06-30	$7,006,122	34,839	+1.0%	Shares	Sole	2023-07-20
2023-03-31	$5,908,317	34,483	-5.1%	Shares	Sole	2023-04-14
2022-12-31	$5,704,504	36,346	-0.4%	Shares	Sole	2023-01-19
2022-09-30	$4,868,173	36,504	-0.4%	Shares	Sole	2022-10-13
2022-06-30	$4,618,541	36,658	+1.7%	Shares	Sole	2022-07-19
2022-03-31	$5,469,430	36,040	-30.3%	Shares	Sole	2022-04-08
2021-09-30	$7,718,580	51,695	-1.4%	Shares	Sole	2021-10-13
2021-06-30	$7,770,114	52,437	-3.1%	Shares	Sole	2021-07-26
2021-03-31	$7,482,745	54,113	0.0%	Shares	Sole	2021-08-16
2020-12-31	$6,501,135	54,113	-2.8%	Shares	Sole	2021-01-15
2020-09-30	$5,679,499	55,665	-5.4%	Shares	Sole	2020-10-13
2020-06-30	$5,144,961	58,813	+1.7%	Shares	Sole	2020-08-05
2020-03-31	$4,491,414	57,812	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.