Position in ETN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,746,228
+$1,182,002 QoQ
Shares Held
13,485
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#694
of 2,636 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $16,090,246 across 7 Specialty Industrial Machinery names. ETN ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
13,485 | $5,746,228 | |
| 2 | CMI |
Cummins Inc
|
7,781 | $5,549,487 | |
| 3 | ITW |
Illinois Tool Works Inc
|
5,165 | $1,396,977 | |
| 4 | GEV |
GE Vernova Inc.
|
1,154 | $1,355,788 | |
| 5 | EMR |
Emerson Electric Co
|
8,129 | $1,163,666 | |
| 6 | PH |
Parker-Hannifin Corp
|
631 | $617,193 | |
| 7 | ROK |
Rockwell Automation, Inc
|
527 | $260,907 |
All Filings in ETN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,746,228 | 13,485 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,564,226 | 12,761 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,329,627 | 16,733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,330,442 | 14,243 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,169,929 | 14,482 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,247,281 | 11,946 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,649,830 | 14,011 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,470,131 | 13,487 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,447,393 | 14,184 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,802,452 | 15,359 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,876,479 | 16,097 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $4,470,563 | 28,484 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,250,783 | 24,376 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||