Position in ETN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,172,993
+$893,160 QoQ
Shares Held
9,793
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#248
of 1,115 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Derivatives in ETN
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$24,082
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $23,872,183 across 12 Specialty Industrial Machinery names. ETN ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,610 | $6,853,948 | |
| 2 | GEV |
GE Vernova Inc.
|
5,496 | $6,457,030 | |
| 3 | ETN |
Eaton Corp plc
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|
9,793 | $4,172,993 | |
| 4 | ITW |
Illinois Tool Works Inc
|
6,650 | $1,798,625 | |
| 5 | EMR |
Emerson Electric Co
|
9,488 | $1,358,207 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,233 | $1,206,021 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,097 | $1,038,182 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,357 | $311,961 |
All Filings in ETN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,172,993 | 9,793 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,279,833 | 9,170 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,535,142 | 11,099 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,204,324 | 11,234 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,027,204 | 11,281 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,892,271 | 10,640 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,828,784 | 11,537 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,731,020 | 11,257 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,440,584 | 10,973 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,630,527 | 11,611 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $24,082 | 100 | Put | Sole | 2024-01-29 | |
| 2023-12-31 | $2,534,148 | 10,523 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,379,138 | 11,155 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,285,300 | 11,364 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,360,439 | 7,940 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,067,573 | 6,802 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $283,523 | 2,126 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $391,828 | 3,110 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $463,475 | 3,054 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $329,825 | 2,209 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $296,211 | 1,999 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $343,072 | 2,481 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $283,530 | 2,360 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $257,625 | 2,525 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $218,350 | 2,496 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $182,882 | 2,354 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||