Peak Retirement Planning, Inc.

Pension

Position in ITW — Illinois Tool Works Inc

CIK 2056697 COLUMBUS, OH

Position in ITW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,515,569

+$1,261,979 QoQ

Shares Held

12,998

+50.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#498

of 1,957 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Peak Retirement Planning, Inc. holds $8,462,835 across 4 Specialty Industrial Machinery names. ITW ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc This page	12,998	$3,515,569
2	AOS	Smith A O Corp	54,556	$3,421,752
3	GEV	GE Vernova Inc.	1,087	$1,277,072
4	PH	Parker-Hannifin Corp	254	$248,442

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,515,569	12,998	+50.1%	Shares	Sole	2026-08-10
2026-03-31	$2,253,590	8,658	+4.2%	Shares	Sole	2026-05-11
2025-12-31	$2,046,014	8,307	+22.2%	Shares	Sole	2026-02-10
2025-09-30	$1,772,385	6,797	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.