Position in ITW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$513,622
+$36,251 QoQ
Shares Held
1,899
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,116
of 1,957 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $15,573,364 across 7 Specialty Industrial Machinery names. ITW ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
9,665 | $6,893,174 | |
| 2 | ETN |
Eaton Corp plc
|
7,790 | $3,319,474 | |
| 3 | EMR |
Emerson Electric Co
|
14,787 | $2,116,759 | |
| 4 | GEV |
GE Vernova Inc.
|
1,479 | $1,737,617 | |
| 5 | PH |
Parker-Hannifin Corp
|
651 | $636,756 | |
| 6 | ITW |
Illinois Tool Works Inc
This page
|
1,899 | $513,622 | |
| 7 | ROK |
Rockwell Automation, Inc
|
719 | $355,962 |
All Filings in ITW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,622 | 1,899 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $477,371 | 1,834 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $432,995 | 1,758 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $437,555 | 1,678 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $472,247 | 1,910 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $492,051 | 1,984 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $333,431 | 1,315 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $371,877 | 1,419 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $377,951 | 1,595 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $376,735 | 1,404 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $214,528 | 819 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $342,047 | 1,405 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $342,125 | 1,553 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $280,910 | 1,555 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $282,669 | 1,551 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $324,779 | 1,551 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $373,902 | 1,515 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $301,679 | 1,460 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $293,981 | 1,315 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $279,558 | 1,262 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $247,510 | 1,214 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $216,395 | 1,120 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||