Baker Avenue Asset Management, LP
Position in AIT — Applied Industrial Technologies Inc
CIK 1432529
SAN FRANCISCO, CA
Position in AIT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$346,603
+$112,326 QoQ
Shares Held
1,025
+16.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 614 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $3,154,162 across 7 Industrial Distribution names. AIT ranks #7 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
|
1,338 | $557,584 | |
| 2 | FAST |
Fastenal Co
|
9,961 | $478,426 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
348 | $473,419 | |
| 4 | WCC |
Wesco International Inc
|
1,367 | $472,202 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
3,706 | $440,828 | |
| 6 | POOL |
Pool Corp
|
1,792 | $385,100 | |
| 7 | AIT |
Applied Industrial Technologies Inc
This page
|
1,025 | $346,603 |
All Filings in AIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,603 | 1,025 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $234,277 | 883 | Shares | Sole | 2026-05-12 | |
| 2023-09-30 | $927 | 6 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $868 | 6 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $852 | 6 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $756 | 6 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||