Position in ITW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$254,782
+$37,701 QoQ
Shares Held
942
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,491
of 1,957 holders
Holding Since
Dec 2022
13 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, 2026Legacy Financial Advisors, Inc. holds $7,929,178 across 8 Specialty Industrial Machinery names. ITW ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,575 | $3,025,264 | |
| 2 | ETN |
Eaton Corp plc
|
3,047 | $1,298,387 | |
| 3 | DOV |
DOVER Corp
|
4,540 | $1,018,231 | |
| 4 | PH |
Parker-Hannifin Corp
|
983 | $961,491 | |
| 5 | CMI |
Cummins Inc
|
955 | $681,115 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,220 | $357,228 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | ITW |
Illinois Tool Works Inc
This page
|
942 | $254,782 |
All Filings in ITW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,782 | 942 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $217,081 | 834 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $238,334 | 914 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $245,272 | 992 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $248,010 | 1,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $223,639 | 882 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $202,842 | 774 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $321,996 | 1,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $314,328 | 1,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $305,160 | 1,325 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $283,181 | 1,132 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $275,585 | 1,132 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $202,676 | 920 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||