Position in ITW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$620,728
+$40,282 QoQ
Shares Held
2,295
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 293 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Annex Advisory Services, LLC holds $20,758,922 across 10 Specialty Industrial Machinery names. ITW ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,593 | $10,905,689 | |
| 2 | GHM |
Graham Corp
|
31,160 | $3,857,296 | |
| 3 | GEV |
GE Vernova Inc.
|
1,199 | $1,408,657 | |
| 4 | GNRC |
Generac Holdings Inc.
|
3,307 | $968,322 | |
| 5 | AME |
Ametek Inc/
|
3,974 | $961,469 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,861 | $921,343 | |
| 7 | ITW |
Illinois Tool Works Inc
This page
|
2,295 | $620,728 | |
| 8 | DOV |
DOVER Corp
|
2,463 | $552,401 |
All Filings in ITW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,728 | 2,295 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $580,446 | 2,230 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $548,756 | 2,228 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $376,015 | 1,442 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $357,770 | 1,447 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $430,545 | 1,736 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $414,570 | 1,635 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $444,208 | 1,695 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $259,471 | 1,095 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $273,964 | 1,021 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $286,300 | 1,093 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $244,589 | 1,062 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $279,678 | 1,118 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $255,865 | 1,051 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $231,315 | 1,050 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $224,058 | 1,070 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $256,425 | 1,039 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||