Position in ETN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$241,609
+$164,849 QoQ
Shares Held
567
+135.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,234
of 2,629 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $1,437,927 across 15 Specialty Industrial Machinery names. ETN ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
533 | $626,199 | |
| 2 | ETN |
Eaton Corp plc
This page
|
567 | $241,609 | |
| 3 | CMI |
Cummins Inc
|
304 | $216,815 | |
| 4 | OTIS |
Otis Worldwide Corp
|
1,989 | $142,411 | |
| 5 | PH |
Parker-Hannifin Corp
|
80 | $78,249 | |
| 6 | ITT |
Itt Inc.
|
243 | $48,054 | |
| 7 | IR |
Ingersoll Rand Inc.
|
265 | $21,726 | |
| 8 | XYL |
Xylem Inc.
|
175 | $20,686 |
All Filings in ETN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,609 | 567 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $76,760 | 241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,245 | 6 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $70,684 | 198 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $55,181 | 203 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $66,042 | 199 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $63,967 | 193 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,515 | 193 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $60,347 | 193 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $66,225 | 275 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,163 | 193 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $38,812 | 193 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $33,068 | 193 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||