Position in RBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$71,490
+$66,059 QoQ
Shares Held
111
+1010.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#592
of 683 holders
Holding Since
Jun 2021
14 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, 2026Clearstead Advisors, LLC holds $12,737,935 across 8 Tools & Accessories names. RBC ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LECO |
Lincoln Electric Holdings Inc
|
42,256 | $11,219,390 | |
| 2 | SWK |
Stanley Black & Decker, Inc.
|
14,185 | $1,335,092 | |
| 3 | RBC |
RBC Bearings INC
This page
|
111 | $71,490 | |
| 4 | TTC |
Toro Co
|
474 | $46,177 | |
| 5 | SNA |
Snap-on Inc
|
109 | $43,861 | |
| 6 | TKR |
Timken Co
|
97 | $14,096 | |
| 7 | KMT |
Kennametal Inc
|
201 | $7,045 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
93 | $784 |
All Filings in RBC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,490 | 111 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,431 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $60,986 | 136 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $48,005 | 123 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $144,300 | 375 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $119,376 | 371 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $139,997 | 468 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $236,510 | 790 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,481 | 947 | Shares | Sole | 2024-08-12 | |
| 2022-09-30 | $3,740 | 18 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,329 | 18 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,489 | 18 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $26,312 | 124 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,589 | 18 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||