Position in SWK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,335,092
+$223,572 QoQ
Shares Held
14,185
-9.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#276
of 766 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $12,737,935 across 8 Tools & Accessories names. SWK ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LECO |
Lincoln Electric Holdings Inc
|
42,256 | $11,219,390 | |
| 2 | SWK |
Stanley Black & Decker, Inc.
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|
14,185 | $1,335,092 | |
| 3 | RBC |
RBC Bearings INC
|
111 | $71,490 | |
| 4 | TTC |
Toro Co
|
474 | $46,177 | |
| 5 | SNA |
Snap-on Inc
|
109 | $43,861 | |
| 6 | TKR |
Timken Co
|
97 | $14,096 | |
| 7 | KMT |
Kennametal Inc
|
201 | $7,045 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
93 | $784 |
All Filings in SWK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,092 | 14,185 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,111,520 | 15,642 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $936,745 | 12,611 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $976,101 | 13,132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $865,235 | 12,771 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,062,712 | 13,823 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,088,812 | 13,561 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,364,730 | 12,392 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $917,456 | 11,484 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,442 | 76 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,667 | 17 | Shares | Sole | 2024-02-12 | |
| 2022-09-30 | $9,326 | 124 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $36,596 | 349 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,312 | 131 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $73,373 | 389 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,595 | 146 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,664 | 13 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||