EverSource Wealth Advisors, LLC
Position in ITW — Illinois Tool Works Inc
CIK 1710537
BIRMINGHAM, AL
Position in ITW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$431,125
+$49,547 QoQ
Shares Held
1,594
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,199
of 1,957 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $22,320,520 across 54 Specialty Industrial Machinery names. ITW ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
22,479 | $6,582,072 | |
| 2 | GEV |
GE Vernova Inc.
|
3,242 | $3,808,891 | |
| 3 | ETN |
Eaton Corp plc
|
6,126 | $2,610,404 | |
| 4 | CMI |
Cummins Inc
|
1,803 | $1,285,914 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,270 | $1,242,206 | |
| 6 | SYM |
Symbotic Inc.
|
19,858 | $892,614 | |
| 7 | AME |
Ametek Inc/
|
2,744 | $663,878 | |
| 8 | EMR |
Emerson Electric Co
|
4,112 | $588,627 |
All Filings in ITW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,125 | 1,594 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $381,578 | 1,466 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $278,805 | 1,132 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $346,808 | 1,330 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,533 | 1,260 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $377,717 | 1,523 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $295,899 | 1,167 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $345,403 | 1,318 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $322,498 | 1,361 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $187,559 | 699 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $179,687 | 686 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $153,614 | 667 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $168,856 | 675 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $158,970 | 653 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $151,344 | 687 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $96,646 | 535 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $91,306 | 501 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $158,933 | 759 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $190,034 | 770 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||