Atria Investments, Inc
Position in AIT — Applied Industrial Technologies Inc
CIK 1535865
Charlotte, NC
Position in AIT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$254,288
-$236,288 QoQ
Shares Held
752
-59.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#467
of 614 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $29,141,534 across 14 Industrial Distribution names. AIT ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
120,146 | $5,770,612 | |
| 2 | POOL |
Pool Corp
|
25,540 | $5,488,546 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
3,913 | $5,323,245 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
15,391 | $3,652,746 | |
| 5 | WSO |
Watsco Inc
|
6,738 | $2,807,926 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
18,969 | $2,170,243 | |
| 7 | WCC |
Wesco International Inc
|
3,821 | $1,319,888 | |
| 8 | CNM |
Core & Main, Inc.
|
13,171 | $635,500 |
All Filings in AIT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,288 | 752 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $490,576 | 1,849 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $541,527 | 2,109 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $639,050 | 2,448 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $623,663 | 2,683 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $915,781 | 4,064 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,211,239 | 5,058 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,191,067 | 5,338 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,009,382 | 5,203 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||