Position in ETN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,136,876
+$1,013,299 QoQ
Shares Held
12,055
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
6.10%
of 13F equity value
Holder Rank
#731
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, 2026BRIGHT FINANCIAL ADVISORS, INC. holds $5,619,083 across 2 Specialty Industrial Machinery names. ETN ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
12,055 | $5,136,876 | |
| 2 | ROK |
Rockwell Automation, Inc
|
974 | $482,207 |
All Filings in ETN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,136,876 | 12,055 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,123,577 | 11,529 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,731,981 | 11,717 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,420,641 | 11,812 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,216,765 | 11,812 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,237,495 | 11,910 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,029,233 | 12,141 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,024,013 | 12,141 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,744,727 | 11,943 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||