Position in RBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,190,222
+$368,482 QoQ
Shares Held
1,848
+22.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#36
of 137 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $2,656,489 across 9 Tools & Accessories names. RBC ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBC |
RBC Bearings INC
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|
1,848 | $1,190,222 | |
| 2 | SWK |
Stanley Black & Decker, Inc.
|
6,215 | $584,955 | |
| 3 | SNA |
Snap-on Inc
|
1,144 | $460,345 | |
| 4 | LECO |
Lincoln Electric Holdings Inc
|
1,160 | $307,991 | |
| 5 | TTC |
Toro Co
|
889 | $86,606 | |
| 6 | EML |
Eastern Co
|
526 | $14,649 | |
| 7 | HLMN |
Hillman Solutions Corp.
|
501 | $4,228 | |
| 8 | TKR |
Timken Co
|
26 | $3,778 |
All Filings in RBC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,222 | 1,848 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $821,740 | 1,513 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $195,515 | 436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $113,574 | 291 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $111,976 | 291 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $61,779 | 192 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $58,930 | 197 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $56,882 | 190 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $1,522 | 7 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $63,433 | 303 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $65,044 | 313 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $41,243 | 223 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $43,235 | 223 | Shares | Sole | 2022-09-06 | |
| 2021-09-30 | $424 | 2 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $199 | 1 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $196 | 1 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,126 | 118 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $16,363 | 135 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $18,095 | 135 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,226 | 135 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||