Position in ITW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,196,486
+$86,836 QoQ
Shares Held
8,121
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#635
of 1,957 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Derivatives in ITW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,352,350
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Planned Solutions, Inc. holds $2,400,911 across 2 Specialty Industrial Machinery names. ITW ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
This page
|
8,121 | $2,196,486 | |
| 2 | GEV |
GE Vernova Inc.
|
174 | $204,425 |
All Filings in ITW
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,196,486 | 8,121 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $1,352,350 | 5,000 | Put | Sole | 2026-07-13 | |
| 2026-03-31 | $2,109,650 | 8,105 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $2,602,900 | 10,000 | Put | Sole | 2026-04-09 | |
| 2025-12-31 | $1,996,261 | 8,105 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $2,463,000 | 10,000 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $2,111,373 | 8,097 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $2,607,600 | 10,000 | Put | Sole | 2025-10-23 | |
| 2025-06-30 | $2,001,983 | 8,097 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $2,472,500 | 10,000 | Put | Sole | 2025-07-29 | |
| 2025-03-31 | $2,008,136 | 8,097 | Shares | Sole | 2025-04-09 | |
| 2025-03-31 | $3,224,130 | 13,000 | Put | Sole | 2025-04-09 | |
| 2024-12-31 | $3,296,280 | 13,000 | Put | Sole | 2025-01-17 | |
| 2024-12-31 | $2,068,288 | 8,157 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,406,910 | 13,000 | Put | Sole | 2024-10-09 | |
| 2024-09-30 | $2,137,704 | 8,157 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,080,480 | 13,000 | Put | Sole | 2024-07-24 | |
| 2024-06-30 | $1,932,882 | 8,157 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,280,805 | 8,500 | Shares | Sole | 2024-04-26 | |
| 2024-03-31 | $3,488,290 | 13,000 | Put | Sole | 2024-04-26 | |
| 2023-12-31 | $3,405,220 | 13,000 | Put | Sole | 2024-01-18 | |
| 2023-12-31 | $2,226,490 | 8,500 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,957,635 | 8,500 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,994,030 | 13,000 | Put | Sole | 2024-02-07 | |
| 2023-06-30 | $2,126,360 | 8,500 | Shares | Sole | 2023-07-11 | |
| 2023-06-30 | $3,252,080 | 13,000 | Put | Sole | 2023-07-11 | |
| 2023-03-31 | $3,895,200 | 16,000 | Put | Sole | 2023-04-12 | |
| 2023-03-31 | $2,171,574 | 8,920 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,524,800 | 16,000 | Put | Sole | 2023-01-25 | |
| 2022-12-31 | $1,965,076 | 8,920 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,611,398 | 8,920 | Shares | Sole | 2022-10-20 | |
| 2022-09-30 | $2,890,400 | 16,000 | Put | Sole | 2022-10-20 | |
| 2022-06-30 | $1,625,670 | 8,920 | Shares | Sole | 2022-07-14 | |
| 2022-06-30 | $2,916,000 | 16,000 | Put | Sole | 2022-07-14 | |
| 2022-03-31 | $3,350,400 | 16,000 | Put | Sole | 2022-04-08 | |
| 2022-03-31 | $1,867,848 | 8,920 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $2,201,456 | 8,920 | Shares | Sole | 2022-02-03 | |
| 2021-12-31 | $3,948,800 | 16,000 | Put | Sole | 2022-02-03 | |
| 2021-06-30 | $3,800,520 | 17,000 | Put | Sole | 2021-07-21 | |
| 2021-06-30 | $1,994,155 | 8,920 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,997,002 | 9,015 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,837,978 | 9,015 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,731,822 | 34,842 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||