Position in ETN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$558,643
+$92,599 QoQ
Shares Held
1,311
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,719
of 2,629 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Kassira Wealth Management LLC holds $879,587 across 2 Specialty Industrial Machinery names. ETN ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
1,311 | $558,643 | |
| 2 | CMI |
Cummins Inc
|
450 | $320,944 |
All Filings in ETN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,643 | 1,311 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $466,044 | 1,303 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $416,292 | 1,307 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $499,623 | 1,335 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||