COLDSTREAM CAPITAL MANAGEMENT INC

Position in AIT — Applied Industrial Technologies Inc

CIK 1082339 BELLEVUE, WA

Position in AIT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$891,363

+$237,615 QoQ

Shares Held

2,636

+7.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#334

of 614 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Industrials · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,866,489 across 9 Industrial Distribution names. AIT ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	2,358	$3,207,823
2	WSO	Watsco Inc	5,980	$2,492,045
3	FAST	Fastenal Co	26,207	$1,258,722
4	AIT	Applied Industrial Technologies Inc This page	2,636	$891,363
5	FERG	Ferguson Enterprises Inc. /DE/	3,251	$771,559
6	POOL	Pool Corp	2,048	$440,115
7	WCC	Wesco International Inc	1,176	$406,225
8	MSM	Msc Industrial Direct Co Inc	2,053	$244,204

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$891,363	2,636	+7.0%	Shares	Sole	2026-08-14
2026-03-31	$653,748	2,464	+1.5%	Shares	Sole	2026-05-08
2025-12-31	$623,437	2,428	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$647,665	2,481	+7.8%	Shares	Sole	2025-11-19
2025-06-30	$534,867	2,301	+8.1%	Shares	Sole	2025-08-12
2025-03-31	$479,748	2,129	+9.4%	Shares	Sole	2025-05-13
2024-12-31	$466,008	1,946	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$429,302	1,924	+3.7%	Shares	Sole	2024-11-18
2024-06-30	$360,064	1,856	+4.0%	Shares	Sole	2024-08-07
2024-03-31	$352,429	1,784	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$308,942	1,789	+1.0%	Shares	Sole	2024-02-09
2023-09-30	$273,814	1,771	0.0%	Shares	Sole	2023-11-02
2023-06-30	$256,493	1,771	+1.3%	Shares	Sole	2023-08-03
2023-03-31	$248,443	1,748	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$214,503	1,702	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.