Capital Planning Advisors, LLC

Position in ITW — Illinois Tool Works Inc

CIK 1631941 Roseville, CA

Position in ITW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,047,927

-$1,283,302 QoQ

Shares Held

4,026

-57.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $13,382,888 across 6 Specialty Industrial Machinery names. ITW ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,817	$5,077,659
2	PH	Parker-Hannifin Corp	3,542	$3,170,940
3	ETN	Eaton Corp plc	8,589	$3,072,027
4	ITW	Illinois Tool Works Inc This page	4,026	$1,047,927
5	DOV	DOVER Corp	3,271	$681,839
6	CMI	Cummins Inc	618	$332,496

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,047,927	4,026	-57.5%	Shares	Sole	2026-05-14
2025-12-31	$2,331,229	9,465	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$2,528,589	9,697	-10.1%	Shares	Sole	2025-11-07
2025-06-30	$2,667,085	10,787	-8.7%	Shares	Sole	2025-08-14
2025-03-31	$2,929,990	11,814	+1.0%	Shares	Sole	2025-05-12
2024-12-31	$2,965,637	11,696	-19.0%	Shares	Sole	2025-01-17
2024-09-30	$3,784,814	14,442	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$3,425,256	14,455	+3.4%	Shares	Sole	2024-08-12
2024-03-31	$3,752,863	13,986	+1.1%	Shares	Sole	2024-05-15
2023-12-31	$3,622,106	13,828	+0.9%	Shares	Sole	2024-02-12
2023-09-30	$3,156,628	13,706	-0.2%	Shares	Sole	2023-10-30
2023-06-30	$3,435,947	13,735	-1.9%	Shares	Sole	2023-08-01
2023-03-31	$3,409,273	14,004	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$3,157,780	14,334	+17.7%	Shares	Sole	2023-02-10
2022-09-30	$2,200,678	12,182	+29.7%	Shares	Sole	2022-11-14
2022-06-30	$1,711,509	9,391	-33.4%	Shares	Sole	2022-08-10
2022-03-31	$2,953,168	14,103	-0.6%	Shares	Sole	2022-05-10
2021-12-31	$3,502,585	14,192	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$2,975,265	14,399	+1.6%	Shares	Sole	2021-11-09
2021-06-30	$3,168,963	14,175	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$3,034,380	13,698	+36.7%	Shares	Sole	2021-04-30
2020-12-31	$2,043,693	10,024	+17.9%	Shares	Sole	2021-02-04
2020-09-30	$1,643,057	8,504	+9.5%	Shares	Sole	2020-11-12
2020-06-30	$1,358,059	7,767	+114.6%	Shares	Sole	2020-08-06
2020-03-31	$514,474	3,620	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.