Position in ITW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$102,778
+$73,886 QoQ
Shares Held
380
+242.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#611
of 736 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $2,233,216 across 40 Specialty Industrial Machinery names. ITW ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
396 | $387,335 | |
| 2 | GEV |
GE Vernova Inc.
|
308 | $361,856 | |
| 3 | EMR |
Emerson Electric Co
|
1,726 | $247,076 | |
| 4 | CMI |
Cummins Inc
|
323 | $230,366 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,923 | $137,686 | |
| 6 | AME |
Ametek Inc/
|
485 | $117,340 | |
| 7 | ITW |
Illinois Tool Works Inc
This page
|
380 | $102,778 | |
| 8 | CR |
Crane Co
|
395 | $88,112 |
All Filings in ITW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,778 | 380 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $28,892 | 111 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,822 | 48 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $35,724 | 137 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,664 | 31 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $40,425 | 163 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,202 | 127 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,400 | 116 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,369 | 10 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,414 | 9 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,309 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,151 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,250 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,217 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,101 | 5 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||