Position in ETN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,266,105
+$953,815 QoQ
Shares Held
5,318
+44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,022
of 2,629 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heritage Trust Co holds $15,773,969 across 7 Specialty Industrial Machinery names. ETN ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,904 | $5,761,512 | |
| 2 | ITW |
Illinois Tool Works Inc
|
16,563 | $4,479,794 | |
| 3 | ETN |
Eaton Corp plc
This page
|
5,318 | $2,266,105 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,356 | $1,661,488 | |
| 5 | EMR |
Emerson Electric Co
|
5,188 | $742,661 | |
| 6 | CMI |
Cummins Inc
|
732 | $522,069 | |
| 7 | IR |
Ingersoll Rand Inc.
|
4,151 | $340,340 |
All Filings in ETN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,266,105 | 5,318 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,312,290 | 3,669 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,071,467 | 3,364 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,332,329 | 3,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,128,802 | 3,162 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $413,181 | 1,520 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $427,116 | 1,287 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $201,612 | 643 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $201,053 | 643 | Shares | Sole | 2024-05-10 | |
| 2022-03-31 | $478,801 | 3,155 | Shares | Other | 2022-05-11 | |
| 2021-09-30 | $479,284 | 3,210 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $478,472 | 3,229 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $467,385 | 3,380 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $404,390 | 3,366 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $368,123 | 3,608 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $324,987 | 3,715 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $284,267 | 3,659 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||