Patriot Financial Group Insurance Agency, LLC

Insurance

Position in ITW — Illinois Tool Works Inc

CIK 1694883 Westborough, MA

Position in ITW

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$316,512

+$310,134 QoQ

Shares Held

1,216

+3374.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $5,994,619 across 5 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	3,470	$4,076,764
2	ETN	Eaton Corp plc	2,413	$1,028,227
3	PH	Parker-Hannifin Corp	409	$400,051
4	GNRC	Generac Holdings Inc.	895	$262,064
5	CMI	Cummins Inc	319	$227,513

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$316,512	1,216	+3374.3%	Shares	Sole	2026-04-22
2022-06-30	$6,378	35	0.0%	Shares	Sole	2022-07-29
2022-03-31	$7,329	35	-39.7%	Shares	Sole	2022-05-11
2021-12-31	$14,314	58	0.0%	Shares	Sole	2022-01-10
2021-09-30	$11,984	58	0.0%	Shares	Sole	2021-11-24
2021-06-30	$12,966	58	-75.4%	Shares	Sole	2021-07-30
2021-03-31	$52,278	236	0.0%	Shares	Sole	2021-04-29
2020-12-31	$48,115	236	+10.8%	Shares	Sole	2021-01-15
2020-09-30	$41,153	213	-10.1%	Shares	Sole	2020-10-21
2020-06-30	$41,439	237	0.0%	Shares	Sole	2020-07-10
2020-03-31	$33,682	237	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.