Position in RBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$361,958
+$94,206 QoQ
Shares Held
562
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#69
of 137 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $1,674,364 across 9 Tools & Accessories names. RBC ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LECO |
Lincoln Electric Holdings Inc
|
1,664 | $441,805 | |
| 2 | TTC |
Toro Co
|
4,346 | $423,382 | |
| 3 | RBC |
RBC Bearings INC
This page
|
562 | $361,958 | |
| 4 | SWK |
Stanley Black & Decker, Inc.
|
2,103 | $197,930 | |
| 5 | SNA |
Snap-on Inc
|
370 | $148,885 | |
| 6 | TKR |
Timken Co
|
423 | $61,467 | |
| 7 | KMT |
Kennametal Inc
|
1,020 | $35,747 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
319 | $2,691 |
All Filings in RBC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,958 | 562 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $267,752 | 493 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $139,009 | 310 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,613 | 122 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,940 | 96 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,834 | 43 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,879 | 23 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,190 | 14 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,776 | 14 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,054 | 15 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,848 | 10 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,341 | 10 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,174 | 10 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,327 | 10 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,093 | 10 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,078 | 10 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,288 | 34 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,591 | 34 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||