Edgestream Partners, L.P.

Position in AIT — Applied Industrial Technologies Inc

CIK 1535061 Princeton, NJ

Position in AIT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,425,459

+$824,793 QoQ

Shares Held

10,130

+3.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#217

of 616 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Edgestream Partners, L.P. holds $16,754,946 across 7 Industrial Distribution names. AIT ranks #4 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REZI	Resideo Technologies, Inc.	195,135	$4,223,160
2	GIC	GLOBAL INDUSTRIAL Co	114,978	$3,847,163
3	GWW	W.W. Grainger, Inc.	2,776	$3,776,470
4	AIT	Applied Industrial Technologies Inc This page	10,130	$3,425,459
5	SITE	SiteOne Landscape Supply, Inc.	7,339	$839,654
6	CNM	Core & Main, Inc.	7,378	$355,988
7	WCC	Wesco International Inc	831	$287,052

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,425,459	10,130	+3.3%	Shares	Sole	2026-08-11
2026-03-31	$2,600,666	9,802	-75.1%	Shares	Sole	2026-05-18
2025-12-31	$10,099,277	39,332	-3.1%	Shares	Sole	2026-02-13
2025-06-30	$9,433,518	40,583	+409.3%	Shares	Sole	2025-08-13
2025-03-31	$1,795,509	7,968	+99.2%	Shares	Sole	2025-05-02
2024-12-31	$957,640	3,999	+12.1%	Shares	Sole	2025-02-07
2024-09-30	$795,681	3,566	-23.5%	Shares	Sole	2024-11-14
2024-06-30	$904,234	4,661	-36.5%	Shares	Sole	2024-08-09
2024-03-31	$1,450,412	7,342	-70.6%	Shares	Sole	2024-05-10
2023-12-31	$4,309,824	24,957	+30.1%	Shares	Sole	2024-02-14
2023-06-30	$2,777,839	19,180	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.