Holistic Financial Partners

Position in ETN — Eaton Corp plc

CIK 1729304 INDIANAPOLIS, IN

Position in ETN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$338,765

-$77,562 QoQ

Shares Held

795

-31.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,016

of 2,629 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Holistic Financial Partners holds $338,765 across 1 Specialty Industrial Machinery name. ETN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ETN	Eaton Corp plc This page	795	$338,765

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,765	795	-31.7%	Shares	Sole	2026-07-23
2026-03-31	$416,327	1,164	+7.0%	Shares	Sole	2026-05-05
2025-12-31	$346,538	1,088	-5.8%	Shares	Sole	2026-01-07
2025-09-30	$432,258	1,155	-7.8%	Shares	Sole	2025-11-07
2025-06-30	$447,308	1,253	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$338,156	1,244	-7.7%	Shares	Sole	2025-05-06
2024-12-31	$447,360	1,348	+2.0%	Shares	Sole	2025-02-04
2024-09-30	$437,832	1,321	+1.1%	Shares	Sole	2024-11-07
2024-06-30	$409,496	1,306	-3.5%	Shares	Sole	2024-07-30
2024-03-31	$423,056	1,353	+0.3%	Shares	Sole	2024-05-08
2023-12-31	$324,866	1,349	-8.6%	Shares	Sole	2024-02-14
2023-09-30	$314,801	1,476	+5.4%	Shares	Sole	2023-11-08
2023-06-30	$281,741	1,401	-31.7%	Shares	Sole	2023-08-09
2023-03-31	$351,247	2,050	+32.3%	Shares	Sole	2023-05-04
2022-12-31	$243,115	1,549	-1.6%	Shares	Sole	2023-02-07
2022-09-30	$209,908	1,574	-9.1%	Shares	Sole	2022-11-09
2022-03-31	$262,848	1,732	-19.4%	Shares	Sole	2022-05-13
2021-09-30	$321,016	2,150	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$318,883	2,152	-0.0%	Shares	Sole	2021-08-13
2021-03-31	$297,716	2,153	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.