Position in SNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,196,852
+$4,759,757 QoQ
Shares Held
22,855
+87.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#187
of 1,057 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNA Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $15,886,764 across 9 Tools & Accessories names. SNA ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
This page
|
22,855 | $9,196,852 | |
| 2 | TTC |
Toro Co
|
20,953 | $2,041,241 | |
| 3 | RBC |
RBC Bearings INC
|
2,949 | $1,899,332 | |
| 4 | SWK |
Stanley Black & Decker, Inc.
|
19,608 | $1,845,504 | |
| 5 | LECO |
Lincoln Electric Holdings Inc
|
2,795 | $742,100 | |
| 6 | TKR |
Timken Co
|
620 | $90,098 | |
| 7 | KMT |
Kennametal Inc
|
1,256 | $44,022 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
2,975 | $25,109 |
All Filings in SNA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,196,852 | 22,855 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,437,095 | 12,216 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $866,671 | 2,501 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $693,931 | 2,230 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $386,550 | 1,147 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,013,008 | 2,984 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $786,852 | 2,716 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $221,397 | 847 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $250,009 | 844 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,850,597 | 6,407 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,545,663 | 6,060 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,033,449 | 3,586 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,359,129 | 5,505 | Shares | Other | 2023-05-03 | |
| 2022-06-30 | $465,975 | 2,365 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $399,864 | 1,946 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $348,269 | 1,617 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $288,142 | 1,379 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $330,899 | 1,481 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $249,429 | 1,081 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||