Position in ETN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,610,404
+$1,321,725 QoQ
Shares Held
6,126
+70.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#296
of 1,031 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $22,340,279 across 55 Specialty Industrial Machinery names. ETN ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
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|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in ETN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610,404 | 6,126 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,288,679 | 3,603 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $993,426 | 3,119 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,187,118 | 3,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,133,082 | 3,174 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $664,620 | 2,445 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $681,988 | 2,055 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $609,514 | 1,839 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $557,175 | 1,777 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $384,592 | 1,230 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $258,155 | 1,072 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $221,809 | 1,040 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $213,968 | 1,064 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $182,304 | 1,064 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $293,494 | 1,870 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $131,358 | 985 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $104,822 | 832 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $155,856 | 1,027 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||