SHELTON CAPITAL MANAGEMENT
Position in AIT — Applied Industrial Technologies Inc
CIK 1002784
Denver, CO
Position in AIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$411,866
+$74,910 QoQ
Shares Held
1,218
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 614 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $11,242,745 across 6 Industrial Distribution names. AIT ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
191,865 | $9,215,275 | |
| 2 | WCC |
Wesco International Inc
|
1,574 | $543,706 | |
| 3 | WSO |
Watsco Inc
|
1,130 | $470,904 | |
| 4 | AIT |
Applied Industrial Technologies Inc
This page
|
1,218 | $411,866 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
225 | $306,090 | |
| 6 | CNM |
Core & Main, Inc.
|
6,112 | $294,904 |
All Filings in AIT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,866 | 1,218 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $336,956 | 1,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,097 | 1,270 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,682 | 1,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,386 | 1,374 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $317,954 | 1,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $346,513 | 1,447 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $338,041 | 1,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,550 | 1,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $326,550 | 1,653 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $311,705 | 1,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $291,749 | 1,887 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $304,577 | 2,103 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $322,777 | 2,271 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $286,214 | 2,271 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $248,933 | 2,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $232,923 | 2,422 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $248,642 | 2,422 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $225,865 | 2,506 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $228,196 | 2,506 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $235,127 | 2,579 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||