Position in SNA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$148,885
-$38,169 QoQ
Shares Held
370
-28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 278 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNA 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. SNA ranks #5 (8.9% 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
|
562 | $361,958 | |
| 4 | SWK |
Stanley Black & Decker, Inc.
|
2,103 | $197,930 | |
| 5 | SNA |
Snap-on Inc
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|
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 SNA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,885 | 370 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $187,054 | 515 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $147,485 | 428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $184,698 | 533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $144,385 | 464 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77,847 | 231 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $77,737 | 229 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,165 | 149 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $38,944 | 149 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $38,802 | 131 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $38,703 | 134 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $37,493 | 147 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $41,210 | 143 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,712 | 92 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,792 | 91 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,322 | 91 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,501 | 33 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,342 | 26 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,661 | 17 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||