Retirement Planning Group, LLC
PensionPosition in AIT — Applied Industrial Technologies Inc
CIK 1508195
LEAWOOD, KS
Position in AIT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$314,817
+$67,539 QoQ
Shares Held
931
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#444
of 614 holders
Holding Since
Sep 2025
4 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, 2026Retirement Planning Group, LLC holds $765,109 across 2 Industrial Distribution names. AIT ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
331 | $450,292 | |
| 2 | AIT |
Applied Industrial Technologies Inc
This page
|
931 | $314,817 |
All Filings in AIT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,817 | 931 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $247,278 | 932 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $239,052 | 931 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $244,342 | 936 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||