Position in ETN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,298,387
+$368,445 QoQ
Shares Held
3,047
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,277
of 2,629 holders
Holding Since
Dec 2022
15 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, 2026Legacy Financial Advisors, Inc. holds $7,929,178 across 8 Specialty Industrial Machinery names. ETN ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,575 | $3,025,264 | |
| 2 | ETN |
Eaton Corp plc
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|
3,047 | $1,298,387 | |
| 3 | DOV |
DOVER Corp
|
4,540 | $1,018,231 | |
| 4 | PH |
Parker-Hannifin Corp
|
983 | $961,491 | |
| 5 | CMI |
Cummins Inc
|
955 | $681,115 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,220 | $357,228 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | ITW |
Illinois Tool Works Inc
|
942 | $254,782 |
All Filings in ETN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,387 | 3,047 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $929,942 | 2,600 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $850,421 | 2,670 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,104,411 | 2,951 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,089,176 | 3,051 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $691,263 | 2,543 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $833,989 | 2,513 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $747,397 | 2,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $775,095 | 2,472 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $746,054 | 2,386 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $551,477 | 2,290 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $481,799 | 2,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $431,359 | 2,145 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $418,754 | 2,444 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $390,177 | 2,486 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||