Position in ETN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,266,635
+$490,043 QoQ
Shares Held
7,666
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#888
of 2,629 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $6,843,692 across 7 Specialty Industrial Machinery names. ETN ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
7,666 | $3,266,635 | |
| 2 | EMR |
Emerson Electric Co
|
9,390 | $1,344,178 | |
| 3 | GEV |
GE Vernova Inc.
|
845 | $992,756 | |
| 4 | GNRC |
Generac Holdings Inc.
|
1,685 | $493,384 | |
| 5 | ITW |
Illinois Tool Works Inc
|
978 | $264,519 | |
| 6 | ROK |
Rockwell Automation, Inc
|
526 | $260,412 | |
| 7 | CMI |
Cummins Inc
|
311 | $221,808 |
All Filings in ETN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,266,635 | 7,666 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,776,592 | 7,763 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,474,185 | 7,768 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,089,059 | 8,254 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,013,352 | 8,441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,538,620 | 9,339 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,127,542 | 9,424 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,179,835 | 9,594 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,224,234 | 10,283 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||