Position in ETN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,073,822
+$283,729 QoQ
Shares Held
2,520
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,372
of 2,629 holders
Holding Since
Dec 2022
15 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, 2026SAX WEALTH ADVISORS, LLC holds $6,502,645 across 7 Specialty Industrial Machinery names. ETN ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,970 | $1,926,896 | |
| 2 | GEV |
GE Vernova Inc.
|
1,251 | $1,469,749 | |
| 3 | ETN |
Eaton Corp plc
This page
|
2,520 | $1,073,822 | |
| 4 | EMR |
Emerson Electric Co
|
4,529 | $648,326 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,130 | $576,101 | |
| 6 | XYL |
Xylem Inc.
|
4,358 | $515,159 | |
| 7 | ROK |
Rockwell Automation, Inc
|
591 | $292,592 |
All Filings in ETN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,822 | 2,520 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $790,093 | 2,209 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $749,454 | 2,353 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $918,783 | 2,455 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $794,302 | 2,225 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $607,540 | 2,235 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $760,646 | 2,292 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $677,794 | 2,045 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $536,170 | 1,710 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $384,283 | 1,229 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $295,967 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $272,145 | 1,276 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $256,603 | 1,276 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $218,629 | 1,276 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $200,268 | 1,276 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||