Applied Finance Capital Management, LLC

Position in ETN — Eaton Corp plc

CIK 1966007 SAN JUAN, PR

Position in ETN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,015,870

-$50,701 QoQ

Shares Held

2,384

-20.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,402

of 2,629 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Industrials · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $25,283,123 across 6 Specialty Industrial Machinery names. ETN ranks #2 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	30,633	$21,847,761
2	ETN	Eaton Corp plc This page	2,384	$1,015,870
3	OTIS	Otis Worldwide Corp	12,028	$861,204
4	AME	Ametek Inc/	3,055	$739,126
5	IR	Ingersoll Rand Inc.	6,496	$532,607
6	PNR	PENTAIR plc	3,738	$286,555

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,015,870	2,384	-20.1%	Shares	Sole	2026-07-28
2026-03-31	$1,066,571	2,982	+16.8%	Shares	Sole	2026-05-04
2025-12-31	$812,837	2,552	-3.0%	Shares	Sole	2026-02-05
2025-09-30	$984,651	2,631	-7.9%	Shares	Sole	2025-11-06
2025-06-30	$1,019,563	2,856	+8.5%	Shares	Sole	2025-07-29
2025-03-31	$715,456	2,632	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$880,782	2,654	+9.4%	Shares	Sole	2025-02-13
2024-09-30	$803,742	2,425	+51.0%	Shares	Sole	2024-11-08
2024-06-30	$503,561	1,606	+17.8%	Shares	Sole	2024-07-31
2024-03-31	$426,182	1,363	-3.5%	Shares	Sole	2024-05-07
2023-12-31	$340,037	1,412	-10.1%	Shares	Sole	2024-02-08
2023-09-30	$335,062	1,571	-7.2%	Shares	Sole	2023-11-08
2023-06-30	$340,261	1,692	0.0%	Shares	Sole	2023-08-14
2023-03-31	$289,907	1,692	+9.0%	Shares	Sole	2023-05-12
2022-12-31	$243,743	1,553	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.