Position in RBC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$81,151
+$56,711 QoQ
Shares Held
126
+180.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#100
of 137 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $478,372 across 8 Tools & Accessories names. RBC ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LECO |
Lincoln Electric Holdings Inc
|
561 | $148,951 | |
| 2 | TTC |
Toro Co
|
965 | $94,010 | |
| 3 | RBC |
RBC Bearings INC
This page
|
126 | $81,151 | |
| 4 | SWK |
Stanley Black & Decker, Inc.
|
798 | $75,107 | |
| 5 | SNA |
Snap-on Inc
|
122 | $49,092 | |
| 6 | TKR |
Timken Co
|
194 | $28,192 | |
| 7 | KMT |
Kennametal Inc
|
47 | $1,647 | |
| 8 | EML |
Eastern Co
|
8 | $222 |
All Filings in RBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,151 | 126 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $24,440 | 45 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,865 | 22 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $780 | 2 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $769 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $643 | 2 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||