Position in ETN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,330,876
+$382,290 QoQ
Shares Held
5,470
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,012
of 2,629 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $3,176,775 across 2 Specialty Industrial Machinery names. ETN ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
5,470 | $2,330,876 | |
| 2 | GEV |
GE Vernova Inc.
|
720 | $845,899 |
All Filings in ETN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,330,876 | 5,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,948,586 | 5,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,735,242 | 5,448 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,026,938 | 5,416 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,929,173 | 5,404 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,468,969 | 5,404 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,793,425 | 5,404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,791,101 | 5,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,693,170 | 5,400 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,688,472 | 5,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,316,322 | 5,466 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,179,651 | 5,531 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,137,823 | 5,658 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $518,988 | 3,029 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $475,401 | 3,029 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $423,017 | 3,172 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $368,142 | 2,922 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $443,442 | 2,922 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $438,374 | 2,936 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $435,056 | 2,936 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $404,054 | 2,922 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $348,406 | 2,900 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||