Cassaday & Co Wealth Management LLC

Position in ETN — Eaton Corp plc

CIK 1963612 MCLEAN, VA

Position in ETN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,516,664

+$411,419 QoQ

Shares Held

5,906

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#986

of 2,629 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $5,240,685 across 21 Specialty Industrial Machinery names. ETN ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	5,906	$2,516,664
2	GEV	GE Vernova Inc.	1,134	$1,332,291
3	CMI	Cummins Inc	533	$380,140
4	EMR	Emerson Electric Co	1,550	$221,882
5	GRC	Gorman Rupp Co	2,415	$221,552
6	OTIS	Otis Worldwide Corp	1,774	$127,018
7	ITW	Illinois Tool Works Inc	372	$100,614
8	MIDD	MIDDLEBY Corp	630	$87,209

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,516,664	5,906	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$2,105,245	5,886	-0.3%	Shares	Sole	2026-05-07
2025-12-31	$1,880,801	5,905	-4.3%	Shares	Sole	2026-02-03
2025-09-30	$2,309,496	6,171	-0.2%	Shares	Sole	2025-11-07
2025-06-30	$2,207,626	6,184	+5.1%	Shares	Sole	2025-08-05
2025-03-31	$1,599,175	5,883	+0.3%	Shares	Sole	2025-05-05
2024-12-31	$1,947,413	5,868	0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,944,889	5,868	-0.1%	Shares	Sole	2024-11-07
2024-06-30	$1,842,106	5,875	+0.5%	Shares	Sole	2024-07-30
2024-03-31	$1,827,301	5,844	+4.5%	Shares	Sole	2024-05-08
2023-12-31	$1,347,387	5,595	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$1,175,812	5,513	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$1,103,636	5,488	-1.8%	Shares	Sole	2023-08-07
2023-03-31	$957,961	5,591	+1.5%	Shares	Sole	2023-05-03
2022-12-31	$864,951	5,511	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.