Position in ETN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$58,770,903
+$7,249,363 QoQ
Shares Held
164,316
+1.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $216,998,261 across 28 Specialty Industrial Machinery names. ETN ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
164,316 | $58,770,903 | |
| 2 | PH |
Parker-Hannifin Corp
|
54,588 | $48,869,361 | |
| 3 | XYL |
Xylem Inc.
|
365,274 | $43,650,243 | |
| 4 | GEV |
GE Vernova Inc.
|
29,156 | $25,450,272 | |
| 5 | ITT |
Itt Inc.
|
37,905 | $7,222,039 | |
| 6 | ROK |
Rockwell Automation, Inc
|
13,939 | $5,002,428 | |
| 7 | EMR |
Emerson Electric Co
|
30,680 | $4,019,693 | |
| 8 | CMI |
Cummins Inc
|
6,487 | $3,490,135 |
All Filings in ETN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||