Edgestream Partners, L.P.

Position in AIT — Applied Industrial Technologies Inc

CIK 1535061 Princeton, NJ

Position in AIT

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$2,600,666

-$7,498,611 QoQ

Shares Held

9,802

-75.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Edgestream Partners, L.P. holds $34,309,340 across 7 Industrial Distribution names. AIT ranks #7 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNM	Core & Main, Inc.	201,577	$9,957,903
2	FERG	Ferguson Enterprises Inc. /DE/	31,973	$7,458,021
3	REZI	Resideo Technologies, Inc.	155,438	$5,239,814
4	GWW	W.W. Grainger, Inc.	2,971	$3,240,796
5	GIC	GLOBAL INDUSTRIAL Co	92,643	$2,920,107
6	DNOW	DNOW Inc.	242,824	$2,892,033
7	AIT	Applied Industrial Technologies Inc This page	9,802	$2,600,666

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.