Summit Trail Advisors, LLC

Position in RBC — RBC Bearings INC

CIK 1698478 NEW YORK, NY

Position in RBC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,336,424

+$719,983 QoQ

Shares Held

2,075

+82.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#317

of 683 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $15,808,720 across 6 Tools & Accessories names. RBC ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LECO	Lincoln Electric Holdings Inc	13,512	$3,587,571
2	SNA	Snap-on Inc	7,162	$2,881,988
3	TKR	Timken Co	19,444	$2,825,602
4	TTC	Toro Co	28,370	$2,763,805
5	SWK	Stanley Black & Decker, Inc.	25,641	$2,413,330
6	RBC	RBC Bearings INC This page	2,075	$1,336,424

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,336,424	2,075	+82.8%	Shares	Sole	2026-08-11
2026-03-31	$616,441	1,135	+98.4%	Shares	Sole	2026-05-12
2025-12-31	$256,501	572	-40.9%	Shares	Sole	2026-02-17
2025-09-30	$377,800	968	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.