Position in SWK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,424,694
+$503,757 QoQ
Shares Held
15,137
+16.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#269
of 766 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $12,893,113 across 8 Tools & Accessories names. SWK ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBC |
RBC Bearings INC
|
5,929 | $3,818,631 | |
| 2 | TTC |
Toro Co
|
25,828 | $2,516,163 | |
| 3 | SNA |
Snap-on Inc
|
5,843 | $2,351,223 | |
| 4 | TKR |
Timken Co
|
9,992 | $1,452,037 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
This page
|
15,137 | $1,424,694 | |
| 6 | KMT |
Kennametal Inc
|
14,929 | $523,261 | |
| 7 | HLMN |
Hillman Solutions Corp.
|
59,640 | $503,361 | |
| 8 | LECO |
Lincoln Electric Holdings Inc
|
1,144 | $303,743 |
All Filings in SWK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,694 | 15,137 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $920,937 | 12,960 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,477,800 | 19,895 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $998,995 | 13,440 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $596,267 | 8,801 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $583,057 | 7,584 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $777,528 | 9,684 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $851,965 | 7,736 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $566,180 | 7,087 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $2,283,889 | 16,338 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,339,894 | 17,707 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,901,380 | 16,550 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,323,912 | 16,215 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,952,320 | 14,786 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,713,754 | 15,198 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||