Valeo Financial Advisors, LLC

Position in ITW — Illinois Tool Works Inc

CIK 1722641 CARMEL, IN

Position in ITW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,798,625

+$89,822 QoQ

Shares Held

6,650

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#217

of 811 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $23,872,183 across 12 Specialty Industrial Machinery names. ITW ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	9,610	$6,853,948
2	GEV	GE Vernova Inc.	5,496	$6,457,030
3	ETN	Eaton Corp plc	9,793	$4,172,993
4	ITW	Illinois Tool Works Inc This page	6,650	$1,798,625
5	EMR	Emerson Electric Co	9,488	$1,358,207
6	PH	Parker-Hannifin Corp	1,233	$1,206,021
7	ROK	Rockwell Automation, Inc	2,097	$1,038,182
8	OTIS	Otis Worldwide Corp	4,357	$311,961

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,798,625	6,650	+1.3%	Shares	Sole	2026-07-08
2026-03-31	$1,708,803	6,565	-13.4%	Shares	Sole	2026-05-08
2025-12-31	$1,868,185	7,585	+2.5%	Shares	Sole	2026-02-04
2025-09-30	$1,930,406	7,403	+0.5%	Shares	Sole	2025-11-03
2025-06-30	$1,820,996	7,365	+136.5%	Shares	Sole	2025-09-12
2025-03-31	$772,303	3,114	-1.0%	Shares	Sole	2025-04-30
2024-12-31	$797,953	3,147	+2.2%	Shares	Sole	2025-01-30
2024-09-30	$807,175	3,080	-14.6%	Shares	Sole	2024-10-10
2024-06-30	$854,240	3,605	+6.7%	Shares	Sole	2024-07-10
2024-03-31	$906,955	3,380	+7.0%	Shares	Sole	2024-04-25
2023-12-31	$827,206	3,158	+15.1%	Shares	Sole	2024-01-29
2023-09-30	$631,740	2,743	+2.0%	Shares	Sole	2023-10-20
2023-06-30	$672,930	2,690	-1.9%	Shares	Sole	2023-07-14
2023-03-31	$667,539	2,742	+55.9%	Shares	Sole	2023-04-17
2022-12-31	$387,507	1,759	+63.2%	Shares	Sole	2023-02-09
2022-03-31	$225,733	1,078	+4.1%	Shares	Sole	2022-04-28
2021-12-31	$255,684	1,036	+6.8%	Shares	Sole	2022-01-07
2021-09-30	$200,431	970	+4.9%	Shares	Sole	2021-11-02
2021-06-30	$206,793	925	-11.3%	Shares	Sole	2021-07-22
2021-03-31	$231,045	1,043	-8.7%	Shares	Sole	2021-04-12
2020-12-31	$232,830	1,142	+21.1%	Shares	Sole	2021-02-11
2020-09-30	$182,197	943	-21.4%	Shares	Sole	2020-10-28
2020-06-30	$209,645	1,199	+15.2%	Shares	Sole	2020-07-20
2020-03-31	$147,946	1,041	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.