Position in SWK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$584,955
+$386,272 QoQ
Shares Held
6,215
+122.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 202 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $2,656,489 across 9 Tools & Accessories names. SWK ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBC |
RBC Bearings INC
|
1,848 | $1,190,222 | |
| 2 | SWK |
Stanley Black & Decker, Inc.
This page
|
6,215 | $584,955 | |
| 3 | SNA |
Snap-on Inc
|
1,144 | $460,345 | |
| 4 | LECO |
Lincoln Electric Holdings Inc
|
1,160 | $307,991 | |
| 5 | TTC |
Toro Co
|
889 | $86,606 | |
| 6 | EML |
Eastern Co
|
526 | $14,649 | |
| 7 | HLMN |
Hillman Solutions Corp.
|
501 | $4,228 | |
| 8 | TKR |
Timken Co
|
26 | $3,778 |
All Filings in SWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,955 | 6,215 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $198,683 | 2,796 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $67,520 | 909 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $74,552 | 1,003 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $49,389 | 729 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $89,027 | 1,158 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $205,060 | 2,554 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $157,375 | 1,429 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $144,521 | 1,809 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $348,532 | 3,559 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $355,220 | 3,621 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $333,818 | 3,994 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $356,753 | 3,807 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,281 | 140 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $23,662 | 315 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,582 | 513 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $52,220 | 498 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $69,615 | 498 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $39,421 | 209 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $35,237 | 201 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $39,563 | 193 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $98,437 | 493 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,067 | 342 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $52,066 | 321 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $40,977 | 294 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $27,100 | 271 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||