Position in SWK
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$5,846,074
+$4,636,775 QoQ
Shares Held
62,113
+265.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 78%
Shared 4%
None 18%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $70,664,213 across 7 Tools & Accessories names. SWK ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
63,441 | $25,528,658 | |
| 2 | TTC |
Toro Co
|
187,982 | $18,313,206 | |
| 3 | TKR |
Timken Co
|
51,894 | $7,541,235 | |
| 4 | RBC |
RBC Bearings INC
|
11,106 | $7,152,930 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
This page
|
62,113 | $5,846,074 | |
| 6 | LECO |
Lincoln Electric Holdings Inc
|
19,763 | $5,247,274 | |
| 7 | HLMN |
Hillman Solutions Corp.
|
122,611 | $1,034,836 |
All Filings in SWK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,846,074 | 62,113 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $1,209,299 | 17,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,051,910 | 27,624 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $872,410 | 11,737 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,032,577 | 15,241 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $1,361,774 | 17,713 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,277,092 | 15,906 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $3,358,083 | 30,492 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,647,314 | 33,137 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,473,282 | 35,467 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,103,295 | 31,634 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $2,077,130 | 24,852 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,340,032 | 24,971 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,856,966 | 23,045 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,143,777 | 15,226 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||