FULLER & THALER ASSET MANAGEMENT, INC.
Position in AIT — Applied Industrial Technologies Inc
CIK 1082327
SAN MATEO, CA
Position in AIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$302,207,698
+$152,918,767 QoQ
Shares Held
893,709
+58.8% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#8
of 614 holders
Holding Since
Mar 2020
25 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, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $858,600,412 across 7 Industrial Distribution names. AIT ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
893,709 | $302,207,698 | |
| 2 | MSM |
Msc Industrial Direct Co Inc
|
1,887,419 | $224,508,490 | |
| 3 | XMTR |
Xometry, Inc.
|
1,430,549 | $138,076,589 | |
| 4 | REZI |
Resideo Technologies, Inc.
|
5,294,582 | $114,586,931 | |
| 5 | POOL |
Pool Corp
|
181,135 | $38,925,911 | |
| 6 | DNOW |
DNOW Inc.
|
2,818,746 | $36,559,135 | |
| 7 | GWW |
W.W. Grainger, Inc.
|
2,746 | $3,735,658 |
All Filings in AIT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,207,698 | 893,709 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $149,288,931 | 562,675 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $146,968,985 | 572,376 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $144,658,508 | 554,141 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $128,542,757 | 552,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $136,128,119 | 604,101 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $150,377,102 | 627,958 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $149,933,765 | 671,957 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $129,207,492 | 666,018 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $117,757,777 | 596,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $89,429,416 | 517,861 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $92,297,067 | 596,967 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $174,084,356 | 1,201,991 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $169,648,215 | 1,193,613 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $162,231,613 | 1,287,246 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $131,383,160 | 1,278,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $121,512,141 | 1,263,514 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $158,343,810 | 1,542,410 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $137,591,556 | 1,526,590 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $141,396,237 | 1,552,781 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $147,437,297 | 1,617,169 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $113,623,942 | 1,456,904 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $81,985,879 | 1,487,947 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $99,620,047 | 1,596,731 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $66,968,095 | 1,464,744 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||