EVERGREEN CAPITAL MANAGEMENT LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 1260824 Bellevue, WA

Position in AIT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$822,380

+$178,714 QoQ

Shares Held

2,432

+0.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#343

of 614 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $7,693,845 across 8 Industrial Distribution names. AIT ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	1,791	$2,436,475
2	FAST	Fastenal Co	31,676	$1,521,397
3	WCC	Wesco International Inc	2,708	$935,424
4	AIT	Applied Industrial Technologies Inc This page	2,432	$822,380
5	MSM	Msc Industrial Direct Co Inc	6,476	$770,320
6	WSO	Watsco Inc	1,384	$576,753
7	CNM	Core & Main, Inc.	8,902	$429,521
8	POOL	Pool Corp	938	$201,575

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$822,380	2,432	+0.2%	Shares	Other	2026-07-23
2026-03-31	$643,666	2,426	+4.4%	Shares	Other	2026-05-14
2025-12-31	$596,476	2,323	-1.2%	Shares	Other	2026-01-27
2025-09-30	$613,989	2,352	+12.5%	Shares	Other	2025-10-28
2025-06-30	$485,820	2,090	+0.4%	Shares	Other	2025-08-14
2025-03-31	$469,157	2,082	-0.3%	Shares	Other	2025-05-15
2024-12-31	$500,013	2,088	+0.6%	Shares	Other	2025-02-13
2024-09-30	$463,217	2,076	+1.3%	Shares	Other	2024-11-14
2024-06-30	$397,506	2,049	-0.1%	Shares	Other	2024-08-14
2024-03-31	$405,372	2,052	+4.8%	Shares	Other	2024-05-15
2023-12-31	$338,127	1,958	-4.7%	Shares	Other	2024-02-14
2023-09-30	$317,568	2,054	+4.8%	Shares	Other	2023-11-14
2023-06-30	$283,721	1,959	+5.9%	Shares	Other	2023-08-14
2023-03-31	$262,940	1,850	+14.8%	Shares	Other	2023-05-15
2022-12-31	$203,034	1,611	—	Shares	Other	2023-02-14
No filing history on record for this holder in this stock.