Connecticut Wealth Management, LLC

Position in ETN — Eaton Corp plc

CIK 1689829 FARMINGTON, CT

Position in ETN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$640,884

+$90,073 QoQ

Shares Held

1,504

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,651

of 2,629 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. ETN ranks #9 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	94,662	$6,777,799
2	GEV	GE Vernova Inc.	1,979	$2,325,047
3	CMI	Cummins Inc	2,814	$2,006,972
4	ROK	Rockwell Automation, Inc	3,516	$1,740,701
5	PH	Parker-Hannifin Corp	1,365	$1,335,133
6	ITW	Illinois Tool Works Inc	3,898	$1,054,292
7	AME	Ametek Inc/	4,119	$996,550
8	EMR	Emerson Electric Co	4,728	$676,813

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,884	1,504	-2.3%	Shares	Sole	2026-07-29
2026-03-31	$550,811	1,540	+7.3%	Shares	Sole	2026-05-01
2025-12-31	$457,061	1,435	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$539,294	1,441	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$516,564	1,447	0.0%	Shares	Sole	2025-08-14
2025-03-31	$393,338	1,447	0.0%	Shares	Sole	2025-05-15
2024-12-31	$480,215	1,447	+17.5%	Shares	Sole	2025-02-18
2024-09-30	$408,002	1,231	-7.7%	Shares	Sole	2024-11-13
2024-06-30	$417,962	1,333	+9.5%	Shares	Sole	2024-08-13
2024-03-31	$380,531	1,217	-6.5%	Shares	Sole	2024-05-01
2023-12-31	$313,306	1,301	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.