St. Clair Advisors, LLC ETN — EATON CORP PLC

Ownership history in St. Clair Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

St. Clair Advisors, LLC reported EATON CORP PLC (ETN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.39% in 2025 Q3. The latest visible filing shows ETN at 1.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was St. Clair Advisors, LLC's position in EATON CORP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETN was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ETN stock page St. Clair Advisors, LLC fund profile St. Clair Advisors, LLC full holdings
How St. Clair Advisors, LLC held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,519 +550 +3.9% 1.38% $5.2M 2026-04-23 $424.50
2025 Q4 ADDED — — — 13,969 +25 +0.2% 1.15% $4.4M 2026-01-20 $336.54
2025 Q3 ADDED — — — 13,944 +120 +0.9% 1.39% $5.2M 2025-10-03 $371.27
2025 Q2 ADDED — — — 13,824 +150 +1.1% 1.29% $4.9M 2025-07-07 $355.36
2025 Q1 REDUCED — — — 13,674 -110 -0.8% 1.29% $4.5M 2025-04-24 $283.52
2024 Q4 INITIATED — — — 13,784 — — 1.31% $4.6M 2025-02-14 $304.29

🏢 Other funds also holding ETN

As of 2026 Q1 — sorted by position size

Berry Wealth Group, LP 8.3% Two Point Capital Management, Inc. 3Y 5.76% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.75% Summerhill Capital Management lnc. 5.15% J. L. Bainbridge & Co., Inc. 3Y 7Y 5.04% Westhampton Capital, LLC 3Y 4.34% WealthBridge Investment Counsel Inc. 3Y 3.86% Ayrshire Capital Management LLC 3Y 3.83% Reliant Investment Management, LLC 3Y 7Y 3.83% Guinness Asset Management LTD 3Y 7Y 3.69%

FAQ About St. Clair Advisors, LLC and ETN

These are the practical questions this page is built to answer before you even open the full history table.

How long has St. Clair Advisors, LLC reported owning ETN?

St. Clair Advisors, LLC reported ETN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ETN position in St. Clair Advisors, LLC's portfolio?

The largest reported portfolio weight for ETN was 1.39% in 2025 Q3.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2026 Q1, when St. Clair Advisors, LLC reported 14,519 shares, equal to 1.38% of portfolio, with an estimated market value of $5.2M.

What does the chart on this ETN ownership page compare?

The chart compares St. Clair Advisors, LLC's quarterly ETN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did St. Clair Advisors, LLC time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, St. Clair Advisors, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ETN relative to SPY over the holding period was +16.8%.

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