Summit Trail Advisors, LLC

Position in ETN — Eaton Corp plc

CIK 1698478 NEW YORK, NY

Position in ETN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,044,189

+$1,101,502 QoQ

Shares Held

16,531

-0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#627

of 2,629 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $93,736,679 across 27 Specialty Industrial Machinery names. ETN ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	10,437	$12,262,013
2	ETN	Eaton Corp plc This page	16,531	$7,044,189
3	CMI	Cummins Inc	8,928	$6,367,538
4	PH	Parker-Hannifin Corp	6,381	$6,241,383
5	EMR	Emerson Electric Co	33,630	$4,814,134
6	ITW	Illinois Tool Works Inc	15,940	$4,311,291
7	FLS	Flowserve Corp	50,517	$3,746,340
8	DCI	DONALDSON Co INC	41,055	$3,685,507

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,044,189	16,531	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$5,942,687	16,615	+16.8%	Shares	Sole	2026-05-12
2025-12-31	$4,530,486	14,224	-12.8%	Shares	Sole	2026-02-17
2025-09-30	$6,106,263	16,316	+21.9%	Shares	Sole	2025-11-14
2025-06-30	$4,777,954	13,384	+64.0%	Shares	Sole	2025-08-14
2025-03-31	$2,218,404	8,161	+29.1%	Shares	Sole	2025-04-28
2024-12-31	$2,097,750	6,321	+24.5%	Shares	Sole	2025-01-29
2024-09-30	$1,683,383	5,079	+16.1%	Shares	Sole	2024-11-12
2024-06-30	$1,372,094	4,376	-28.5%	Shares	Sole	2024-08-13
2024-03-31	$1,914,852	6,124	+22.4%	Shares	Sole	2024-04-23
2023-12-31	$1,205,063	5,004	+5.5%	Shares	Sole	2024-02-06
2023-09-30	$1,011,373	4,742	+38.2%	Shares	Sole	2023-10-30
2023-06-30	$690,175	3,432	+27.7%	Shares	Sole	2023-07-25
2023-03-31	$460,390	2,687	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.