Position in ITW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$245,045
+$30,046 QoQ
Shares Held
906
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,516
of 1,965 holders
Holding Since
Sep 2020
23 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, 2026Symphony Financial, Ltd. Co. holds $8,950,642 across 8 Specialty Industrial Machinery names. ITW ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,018 | $3,578,887 | |
| 2 | GEV |
GE Vernova Inc.
|
1,661 | $1,951,442 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,226 | $1,199,175 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,546 | $765,393 | |
| 5 | ETN |
Eaton Corp plc
|
1,543 | $657,503 | |
| 6 | EMR |
Emerson Electric Co
|
3,021 | $432,456 | |
| 7 | ITW |
Illinois Tool Works Inc
This page
|
906 | $245,045 | |
| 8 | SMR |
NUSCALE POWER Corp
|
12,038 | $120,741 |
All Filings in ITW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,045 | 906 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $214,999 | 826 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $219,453 | 891 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $251,111 | 963 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $448,758 | 1,815 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $852,468 | 3,362 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,564,819 | 5,971 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,282,427 | 5,412 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,498,891 | 5,586 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,420,500 | 5,423 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,216,497 | 5,282 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,335,103 | 5,337 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,275,191 | 5,238 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $945,087 | 4,290 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $521,536 | 2,887 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $549,848 | 3,017 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $834,668 | 3,986 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $622,676 | 2,523 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $486,407 | 2,354 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $599,140 | 2,680 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $885,858 | 3,999 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $498,894 | 2,447 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $450,758 | 2,333 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||