Position in ETN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$115,485,764
+$20,043,313 QoQ
Shares Held
271,017
+1.6% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#122
of 2,629 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $202,631,288 across 23 Specialty Industrial Machinery names. ETN ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
271,017 | $115,485,764 | |
| 2 | ITW |
Illinois Tool Works Inc
|
191,148 | $51,699,799 | |
| 3 | EMR |
Emerson Electric Co
|
91,343 | $13,075,750 | |
| 4 | ROK |
Rockwell Automation, Inc
|
23,746 | $11,756,169 | |
| 5 | GEV |
GE Vernova Inc.
|
3,336 | $3,919,332 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,868 | $2,805,248 | |
| 7 | DOV |
DOVER Corp
|
5,186 | $1,163,116 | |
| 8 | IEX |
Idex Corp /De/
|
4,579 | $1,039,204 |
All Filings in ETN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,485,764 | 271,017 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $95,442,451 | 266,845 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $75,814,935 | 238,030 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $81,613,446 | 218,072 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $70,886,433 | 198,567 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,679,594 | 35,609 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,710,621 | 38,300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,995,430 | 39,209 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,501,552 | 39,871 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,502,822 | 39,986 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,725,274 | 40,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,848,773 | 41,489 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $8,328,154 | 41,413 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $7,128,943 | 41,607 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,798,603 | 43,317 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $5,898,779 | 44,232 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $5,681,141 | 45,092 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $6,918,131 | 45,586 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $8,253,364 | 47,757 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $7,222,572 | 48,373 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $7,248,076 | 48,914 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $6,832,967 | 49,414 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $6,321,045 | 52,614 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $5,376,878 | 52,699 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $5,266,208 | 60,199 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $9,893,743 | 127,349 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||