Position in ETN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,609,340
+$914,609 QoQ
Shares Held
10,817
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#770
of 2,629 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Concord Wealth Partners holds $7,156,297 across 12 Specialty Industrial Machinery names. ETN ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
10,817 | $4,609,340 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,417 | $1,465,135 | |
| 3 | EMR |
Emerson Electric Co
|
2,690 | $385,073 | |
| 4 | GEV |
GE Vernova Inc.
|
269 | $316,037 | |
| 5 | PH |
Parker-Hannifin Corp
|
318 | $311,042 | |
| 6 | DOV |
DOVER Corp
|
100 | $22,428 | |
| 7 | PNR |
PENTAIR plc
|
200 | $15,332 | |
| 8 | OTIS |
Otis Worldwide Corp
|
148 | $10,596 |
All Filings in ETN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,609,340 | 10,817 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,694,731 | 10,330 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,459,215 | 7,721 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,669,525 | 7,133 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,527,132 | 7,079 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,675,288 | 6,163 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $111,840 | 337 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $113,683 | 343 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $105,666 | 337 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $136,641 | 437 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $91,511 | 380 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $109,199 | 512 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $92,908 | 462 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $80,015 | 467 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $99,663 | 635 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $89,074 | 707 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $117,462 | 774 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $40,910 | 274 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $91,575 | 618 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $163,170 | 1,180 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $78,811 | 656 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||