Shepherd Financial Partners LLC

Position in ITW — Illinois Tool Works Inc

CIK 1696628 WINCHESTER, MA

Position in ITW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$697,812

+$36,416 QoQ

Shares Held

2,580

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#996

of 1,957 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $4,272,249 across 4 Specialty Industrial Machinery names. ITW ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,311	$1,540,241
2	CMI	Cummins Inc	1,760	$1,255,249
3	ETN	Eaton Corp plc	1,828	$778,947
4	ITW	Illinois Tool Works Inc This page	2,580	$697,812

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,812	2,580	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$661,396	2,541	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$624,124	2,534	-3.8%	Shares	Sole	2026-02-10
2025-09-30	$686,581	2,633	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$650,020	2,629	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$664,666	2,680	+0.0%	Shares	Sole	2025-04-18
2024-12-31	$679,287	2,679	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$698,154	2,664	+2.3%	Shares	Sole	2024-10-28
2024-06-30	$617,280	2,605	-2.5%	Shares	Sole	2024-08-08
2024-03-31	$717,246	2,673	-0.5%	Shares	Sole	2024-04-23
2023-12-31	$703,832	2,687	+11.4%	Shares	Sole	2024-02-12
2023-09-30	$555,277	2,411	-9.9%	Shares	Sole	2023-11-08
2023-06-30	$669,428	2,676	-0.0%	Shares	Sole	2023-08-11
2023-03-31	$651,715	2,677	-5.5%	Shares	Sole	2023-05-02
2022-12-31	$623,889	2,832	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$502,748	2,783	+8.3%	Shares	Sole	2022-11-09
2022-06-30	$468,382	2,570	-62.7%	Shares	Sole	2022-08-15
2022-03-31	$1,442,556	6,889	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.