Creative Planning

Position in RBC — RBC Bearings INC

CIK 1540235 OVERLAND PARK, KS

Position in RBC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,984,212

+$3,146,995 QoQ

Shares Held

9,177

+124.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.5012531328320802.ToString("F0")% Shared 0.ToString("F0")% None 99.49874686716792.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $50,934,422 across 8 Tools & Accessories names. RBC ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	35,550	$12,912,470
2	TTC	Toro Co	107,047	$10,002,471
3	TKR	Timken Co	72,802	$7,321,697
4	LECO	Lincoln Electric Holdings Inc	26,972	$6,718,185
5	RBC	RBC Bearings INC This page	9,177	$4,984,212
6	KMT	Kennametal Inc	131,053	$4,734,944
7	SWK	Stanley Black & Decker, Inc.	56,736	$4,031,660
8	HLMN	Hillman Solutions Corp.	27,498	$228,783

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,984,212	9,177	+124.0%	Shares	Sole	2026-05-12
2025-12-31	$1,837,217	4,097	+128.1%	Shares	Sole	2026-02-17
2025-09-30	$700,960	1,796	+3.3%	Shares	Sole	2025-11-14
2025-06-30	$668,782	1,738	-2.1%	Shares	Sole	2025-08-08
2025-03-31	$571,141	1,775	+9.2%	Shares	Sole	2025-05-15
2024-12-31	$486,401	1,626	+5.1%	Shares	Sole	2025-02-14
2024-09-30	$463,140	1,547	+0.5%	Shares	Sole	2024-10-11
2024-06-30	$415,191	1,539	-2.4%	Shares	Sole	2024-08-15
2024-03-31	$426,341	1,577	+8.2%	Shares	Sole	2024-05-13
2023-12-31	$415,084	1,457	-10.5%	Shares	Sole	2024-02-14
2023-09-30	$381,163	1,628	+8.0%	Shares	Sole	2023-11-16
2023-06-30	$327,944	1,508	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.