Position in ITW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$674,411
+$21,470 QoQ
Shares Held
2,591
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026GoalVest Advisory LLC holds $354,744 across 8 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
117 | $83,445 | |
| 2 | PH |
Parker-Hannifin Corp
|
79 | $77,271 | |
| 3 | FLS |
Flowserve Corp
|
785 | $58,215 | |
| 4 | GEV |
GE Vernova Inc.
|
47 | $55,218 | |
| 5 | GNRC |
Generac Holdings Inc.
|
135 | $39,529 | |
| 6 | IEX |
Idex Corp /De/
|
148 | $33,588 | |
| 7 | SMR |
NUSCALE POWER Corp
|
503 | $5,045 | |
| 8 | EMR |
Emerson Electric Co
|
17 | $2,433 |
All Filings in ITW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $674,411 | 2,591 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $652,941 | 2,651 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $701,965 | 2,692 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $665,597 | 2,692 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $668,634 | 2,696 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $626,800 | 2,472 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $647,837 | 2,472 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $585,765 | 2,472 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $647,211 | 2,412 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,455 | 101 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $23,261 | 101 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $25,266 | 101 | Shares | Sole | 2023-07-17 | |
| 2022-03-31 | $418 | 2 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||