Position in ETN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$74,633,639
+$15,862,736 QoQ
Shares Held
175,147
+6.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#165
of 2,636 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $294,974,422 across 33 Specialty Industrial Machinery names. ETN ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
175,147 | $74,633,639 | |
| 2 | PH |
Parker-Hannifin Corp
|
60,061 | $58,746,865 | |
| 3 | ROK |
Rockwell Automation, Inc
|
91,971 | $45,533,002 | |
| 4 | GEV |
GE Vernova Inc.
|
28,951 | $34,013,371 | |
| 5 | XYL |
Xylem Inc.
|
283,835 | $33,552,135 | |
| 6 | ITT |
Itt Inc.
|
44,405 | $8,781,532 | |
| 7 | RRX |
Regal Rexnord Corp
|
24,910 | $5,933,312 | |
| 8 | CMI |
Cummins Inc
|
7,783 | $5,550,913 |
All Filings in ETN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,633,639 | 175,147 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $58,770,903 | 164,316 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $51,521,540 | 161,758 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $57,543,183 | 153,756 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $38,646,309 | 108,256 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,969,343 | 51,390 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,491,615 | 49,693 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $15,830,568 | 47,763 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,364,170 | 29,865 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,454,241 | 27,038 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,104,190 | 29,500 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,036,963 | 18,928 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,579,982 | 17,802 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,331,192 | 19,442 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,574,222 | 22,773 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $766,553 | 5,748 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $734,899 | 5,833 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,187,673 | 7,826 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $219,784 | 1,472 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,715,546 | 18,326 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $918,455 | 6,642 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $869,212 | 7,235 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $679,723 | 6,662 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $589,002 | 6,733 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $525,029 | 6,758 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||