Waverly Advisors, LLC

Position in SWK — Stanley Black & Decker, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in SWK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$360,479

New position

Shares Held

3,830

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#448

of 766 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 9% Shared 0% None 91%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $1,835,034 across 4 Tools & Accessories names. SWK ranks #4 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC	926	$596,399
2	TTC	Toro Co	4,956	$482,813
3	LECO	Lincoln Electric Holdings Inc	1,489	$395,343
4	SWK	Stanley Black & Decker, Inc. This page	3,830	$360,479

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,479	3,830	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.