Castle Rock Wealth Management, LLC

Position in ETN — Eaton Corp plc

CIK 1727605 WALNUT CREEK, CA

Position in ETN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,657,917

+$1,145,598 QoQ

Shares Held

10,931

+11.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#772

of 2,636 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $10,179,084 across 7 Specialty Industrial Machinery names. ETN ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	10,931	$4,657,917
2	GEV	GE Vernova Inc.	2,420	$2,843,161
3	FLS	Flowserve Corp	12,480	$925,516
4	ROK	Rockwell Automation, Inc	1,038	$513,893
5	ITW	Illinois Tool Works Inc	1,857	$502,262
6	CMI	Cummins Inc	598	$426,499
7	NPO	Enpro Inc.	822	$309,836

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,657,917	10,931	+11.3%	Shares	Sole	2026-07-08
2026-03-31	$3,512,319	9,820	+2.2%	Shares	Sole	2026-04-08
2025-12-31	$3,061,518	9,612	+2.7%	Shares	Sole	2026-02-05
2025-09-30	$3,502,231	9,358	+1.2%	Shares	Sole	2025-10-16
2025-06-30	$3,299,658	9,243	+23.8%	Shares	Sole	2025-07-23
2025-03-31	$2,029,754	7,467	-10.4%	Shares	Sole	2025-04-09
2024-12-31	$2,764,477	8,330	+7.0%	Shares	Sole	2025-03-05
2024-09-30	$2,580,923	7,787	+545.7%	Shares	Sole	2024-10-09
2024-06-30	$378,141	1,206	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$376,154	1,203	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$288,984	1,200	0.0%	Shares	Sole	2024-01-09
2023-09-30	$255,936	1,200	0.0%	Shares	Sole	2023-10-11
2023-06-30	$241,320	1,200	0.0%	Shares	Sole	2023-07-11
2023-03-31	$205,608	1,200	0.0%	Shares	Sole	2023-05-12
2021-09-30	$179,172	1,200	-2.4%	Shares	Sole	2021-11-12
2021-06-30	$182,113	1,229	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.