Planning Strategies Inc.

Position in RBC — RBC Bearings INC

CIK 2139665 LANCASTER, PA

Position in RBC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$644

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#679

of 683 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Planning Strategies Inc. holds $5,692 across 6 Tools & Accessories names. RBC ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWK	Stanley Black & Decker, Inc.	19	$1,788
2	TKR	Timken Co	12	$1,743
3	RBC	RBC Bearings INC This page	1	$644
4	TTC	Toro Co	6	$584
5	LECO	Lincoln Electric Holdings Inc	2	$531
6	SNA	Snap-on Inc	1	$402

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$644	1	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.