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RS Large Cap Val Strategy's investment thesis on Eaton ($ETN) — Q4 2025 | Buyside Digest

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$ETNNASDAQEaton

BULL

RS Large Cap Val Strategy—ETN

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$450.04USD

+9.5% vs last month

$327.31Pitched

+37.5% since pitch

Market Cap$174.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the quarter ended December 31, 2025, the RS Large Cap Value Strategy delivered a 5.77% net return, outperforming the benchmark Russell 1000 Value Index's 3.81%. Performance was buoyed...

— RS Value Team

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Burke Wealth Managament The Focused Growth StrategyNEUTRAL

Pitched Jul 15, 2026

We initiated a 4% position in Eaton Corporation during the second quarter.

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