Position in RBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,984,411
+$3,000,199 QoQ
Shares Held
12,397
+35.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#168
of 686 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Creative Planning holds $65,940,903 across 8 Tools & Accessories names. RBC ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
42,542 | $17,118,900 | |
| 2 | TKR |
Timken Co
|
89,835 | $13,054,821 | |
| 3 | TTC |
Toro Co
|
99,800 | $9,722,515 | |
| 4 | RBC |
RBC Bearings INC
This page
|
12,397 | $7,984,411 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
|
84,448 | $7,948,245 | |
| 6 | LECO |
Lincoln Electric Holdings Inc
|
21,250 | $5,642,087 | |
| 7 | KMT |
Kennametal Inc
|
118,540 | $4,154,826 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
37,334 | $315,098 |
All Filings in RBC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,984,411 | 12,397 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,984,212 | 9,177 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,837,217 | 4,097 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $700,960 | 1,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $668,782 | 1,738 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $571,141 | 1,775 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $486,401 | 1,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $463,140 | 1,547 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $415,191 | 1,539 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $426,341 | 1,577 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $415,084 | 1,457 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $381,163 | 1,628 | 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. | ||||||