Position in ETN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,291,995
+$408,551 QoQ
Shares Held
3,032
+22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,281
of 2,629 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 58%
Shared 42%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $11,187,543 across 11 Specialty Industrial Machinery names. ETN ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,758 | $2,680,242 | |
| 2 | GEV |
GE Vernova Inc.
|
1,597 | $1,876,251 | |
| 3 | ETN |
Eaton Corp plc
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|
3,032 | $1,291,995 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,559 | $1,233,071 | |
| 5 | EMR |
Emerson Electric Co
|
7,669 | $1,097,816 | |
| 6 | PH |
Parker-Hannifin Corp
|
848 | $829,445 | |
| 7 | WTS |
Watts Water Technologies Inc
|
2,038 | $797,774 | |
| 8 | CSW |
Csw Industrials, Inc.
|
1,986 | $552,703 |
All Filings in ETN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,995 | 3,032 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $883,444 | 2,470 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $641,478 | 2,014 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $855,161 | 2,285 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $855,347 | 2,396 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $533,601 | 1,963 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $664,403 | 2,002 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $513,400 | 1,549 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $475,655 | 1,517 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $428,996 | 1,372 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $326,310 | 1,355 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $252,950 | 1,186 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $222,415 | 1,106 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $187,617 | 1,095 | Shares | Sole | 2023-05-02 | |
| 2020-03-31 | $339,505 | 4,370 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||