Position in ITW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,683,134
+$559,202 QoQ
Shares Held
6,223
+44.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#728
of 1,957 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Summit Financial, LLC holds $41,392,139 across 18 Specialty Industrial Machinery names. ITW ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
12,493 | $14,677,525 | |
| 2 | EMR |
Emerson Electric Co
|
31,760 | $4,546,444 | |
| 3 | ETN |
Eaton Corp plc
|
9,562 | $4,074,559 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,120 | $4,029,854 | |
| 5 | NDSN |
Nordson Corp
|
11,723 | $3,536,711 | |
| 6 | ROK |
Rockwell Automation, Inc
|
6,000 | $2,970,480 | |
| 7 | ITW |
Illinois Tool Works Inc
This page
|
6,223 | $1,683,134 | |
| 8 | DOV |
DOVER Corp
|
6,095 | $1,366,986 |
All Filings in ITW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,134 | 6,223 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,123,932 | 4,318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,084,212 | 4,402 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,212,273 | 4,649 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,050,070 | 4,247 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $944,670 | 3,809 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $933,354 | 3,681 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $912,789 | 3,483 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $831,729 | 3,510 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $635,405 | 2,368 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $681,305 | 2,601 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $589,593 | 2,560 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $639,659 | 2,557 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||