Position in SWK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$408,310
+$123,818 QoQ
Shares Held
5,746
+50.0% QoQ
Ownership
0.004%
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%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Derivatives in SWK
reported options exposure · as of Dec 31, 2025CallValue
$7,428
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tools & Accessories
Industrials · as of Mar 31, 2026Allworth Financial LP holds $4,088,943 across 9 Tools & Accessories names. SWK ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
4,079 | $1,481,574 | |
| 2 | LECO |
Lincoln Electric Holdings Inc
|
4,632 | $1,153,738 | |
| 3 | RBC |
RBC Bearings INC
|
989 | $537,145 | |
| 4 | TTC |
Toro Co
|
4,959 | $463,368 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
This page
|
5,746 | $408,310 | |
| 6 | TKR |
Timken Co
|
208 | $20,918 | |
| 7 | KMT |
Kennametal Inc
|
574 | $20,738 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
362 | $3,011 |
All Filings in SWK
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,310 | 5,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $284,492 | 3,830 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $7,428 | 100 | Call | Sole | 2026-02-05 | |
| 2025-09-30 | $7,433 | 100 | Call | Sole | 2025-12-02 | |
| 2025-09-30 | $280,893 | 3,779 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $226,623 | 3,345 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $178,438 | 2,321 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $170,696 | 2,126 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $238,101 | 2,162 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $196,129 | 2,455 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $213,879 | 2,184 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $232,987 | 2,375 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $183,123 | 2,191 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $186,576 | 1,991 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $155,035 | 1,924 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $142,803 | 1,901 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $137,483 | 1,828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,799 | 1,934 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $275,106 | 1,968 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $380,635 | 2,018 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $322,219 | 1,838 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $299,695 | 1,462 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $291,717 | 1,461 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $260,697 | 1,460 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $236,649 | 1,459 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $203,216 | 1,458 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $145,700 | 1,457 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||