Position in ETN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,466,578
+$4,684,576 QoQ
Shares Held
19,869
+87.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#567
of 2,629 holders
Holding Since
Mar 2022
18 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, 2026Confluence Wealth Services, Inc. holds $23,290,273 across 11 Specialty Industrial Machinery names. ETN ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
19,869 | $8,466,578 | |
| 2 | GEV |
GE Vernova Inc.
|
4,067 | $4,778,155 | |
| 3 | CMI |
Cummins Inc
|
3,504 | $2,499,087 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,821 | $1,891,700 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,840 | $1,799,740 | |
| 6 | EMR |
Emerson Electric Co
|
12,001 | $1,717,943 | |
| 7 | ITW |
Illinois Tool Works Inc
|
3,974 | $1,074,847 | |
| 8 | NDSN |
Nordson Corp
|
995 | $300,181 |
All Filings in ETN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,466,578 | 19,869 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,782,002 | 10,574 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,437,996 | 10,794 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,870,867 | 10,343 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,674,855 | 10,294 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,731,891 | 10,050 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,498,241 | 10,541 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,614,021 | 10,904 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,499,531 | 11,161 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,504,204 | 11,207 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,637,701 | 10,953 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,226,856 | 10,441 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,088,423 | 10,385 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,807,465 | 10,549 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,556,630 | 9,918 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,320,264 | 9,900 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,294,547 | 10,275 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,476,321 | 9,728 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||