Creative Planning

Position in SWK — Stanley Black & Decker, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in SWK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,031,660

+$1,760,104 QoQ

Shares Held

56,736

+85.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.48293852227862377.ToString("F0")% Shared 0.ToString("F0")% None 99.51706147772138.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $50,934,422 across 8 Tools & Accessories names. SWK ranks #7 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	35,550	$12,912,470
2	TTC	Toro Co	107,047	$10,002,471
3	TKR	Timken Co	72,802	$7,321,697
4	LECO	Lincoln Electric Holdings Inc	26,972	$6,718,185
5	RBC	RBC Bearings INC	9,177	$4,984,212
6	KMT	Kennametal Inc	131,053	$4,734,944
7	SWK	Stanley Black & Decker, Inc. This page	56,736	$4,031,660
8	HLMN	Hillman Solutions Corp.	27,498	$228,783

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,031,660	56,736	+85.5%	Shares	Sole	2026-05-12
2025-12-31	$2,271,556	30,581	+13.7%	Shares	Sole	2026-02-17
2025-09-30	$1,998,807	26,891	+23.0%	Shares	Defined	2025-11-14
2025-06-30	$1,481,286	21,864	-10.7%	Shares	Sole	2025-08-08
2025-03-31	$1,881,791	24,477	-6.7%	Shares	Sole	2025-05-15
2024-12-31	$2,107,290	26,246	-27.8%	Shares	Defined	2025-02-14
2024-09-30	$4,002,454	36,343	+43.9%	Shares	Defined	2024-10-11
2024-06-30	$2,017,854	25,258	+12.7%	Shares	Defined	2024-08-15
2024-03-31	$2,195,687	22,421	-46.3%	Shares	Defined	2024-05-13
2023-12-31	$4,093,123	41,724	+4.4%	Shares	Defined	2024-02-14
2023-09-30	$3,341,695	39,982	+93.5%	Shares	Sole	2023-11-16
2023-06-30	$1,936,048	20,660	-5.6%	Shares	Sole	2023-07-21
2023-03-31	$1,763,170	21,881	+13.1%	Shares	Sole	2023-05-15
2022-12-31	$1,452,745	19,339	-3.0%	Shares	Sole	2023-02-10
2022-09-30	$1,499,837	19,942	-1.3%	Shares	Sole	2022-11-03
2022-06-30	$2,118,801	20,206	+3.6%	Shares	Sole	2022-08-15
2022-03-31	$2,725,206	19,495	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$3,652,626	19,365	-1.7%	Shares	Sole	2022-02-11
2021-09-30	$3,455,009	19,708	+3.9%	Shares	Sole	2021-11-10
2021-06-30	$3,886,815	18,961	-9.8%	Shares	Sole	2021-08-04
2021-03-31	$4,195,066	21,010	+2.4%	Shares	Sole	2021-04-30
2020-12-31	$3,664,051	20,520	+1.3%	Shares	Sole	2021-01-29
2020-09-30	$3,285,036	20,253	-0.9%	Shares	Sole	2020-11-05
2020-06-30	$2,848,090	20,434	-0.3%	Shares	Sole	2020-07-23
2020-03-31	$2,049,700	20,497	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.