Root Financial Partners, LLC
Position in SWK — Stanley Black & Decker, Inc.
CIK 1977181
ENCINITAS, CA
Position in SWK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$36,951
+$7,165 QoQ
Shares Held
520
+29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Root Financial Partners, LLC holds $494,605 across 9 Tools & Accessories names. SWK ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
335 | $121,678 | |
| 2 | RBC |
RBC Bearings INC
|
209 | $113,512 | |
| 3 | TTC |
Toro Co
|
971 | $90,730 | |
| 4 | LECO |
Lincoln Electric Holdings Inc
|
350 | $87,178 | |
| 5 | SWK |
Stanley Black & Decker, Inc.
This page
|
520 | $36,951 | |
| 6 | TKR |
Timken Co
|
311 | $31,277 | |
| 7 | KMT |
Kennametal Inc
|
330 | $11,922 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
156 | $1,297 |
All Filings in SWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,951 | 520 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $29,786 | 401 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,373 | 301 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||