Position in SWK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,948,245
+$3,916,585 QoQ
Shares Held
84,448
+48.8% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 770 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $65,940,903 across 8 Tools & Accessories names. SWK ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
42,542 | $17,118,900 | |
| 2 | TKR |
Timken Co
|
89,835 | $13,054,821 | |
| 3 | TTC |
Toro Co
|
99,800 | $9,722,515 | |
| 4 | RBC |
RBC Bearings INC
|
12,397 | $7,984,411 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
This page
|
84,448 | $7,948,245 | |
| 6 | LECO |
Lincoln Electric Holdings Inc
|
21,250 | $5,642,087 | |
| 7 | KMT |
Kennametal Inc
|
118,540 | $4,154,826 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
37,334 | $315,098 |
All Filings in SWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,948,245 | 84,448 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,031,660 | 56,736 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,271,556 | 30,581 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,998,807 | 26,891 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,481,286 | 21,864 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,881,791 | 24,477 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,107,290 | 26,246 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,002,454 | 36,343 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,017,854 | 25,258 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,195,687 | 22,421 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,093,123 | 41,724 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,341,695 | 39,982 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,936,048 | 20,660 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,763,170 | 21,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,452,745 | 19,339 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,499,837 | 19,942 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,118,801 | 20,206 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,725,206 | 19,495 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,652,626 | 19,365 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,455,009 | 19,708 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,886,815 | 18,961 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,195,066 | 21,010 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,664,051 | 20,520 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,285,036 | 20,253 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,848,090 | 20,434 | 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. | ||||||