Position in ITW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,211,976
+$52,385 QoQ
Shares Held
4,481
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#809
of 1,957 holders
Holding Since
Jun 2025
5 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, 2026Carter Financial Group, INC. holds $1,603,204 across 2 Specialty Industrial Machinery names. ITW ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
This page
|
4,481 | $1,211,976 | |
| 2 | GEV |
GE Vernova Inc.
|
333 | $391,228 |
All Filings in ITW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,976 | 4,481 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,159,591 | 4,455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,089,631 | 4,424 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,152,037 | 4,418 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,093,834 | 4,424 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||