Creative Planning

Position in AIT — Applied Industrial Technologies Inc

CIK 1540235 OVERLAND PARK, KS

Position in AIT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$15,522,437

+$6,837,718 QoQ

Shares Held

45,904

+40.2% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#108

of 617 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Creative Planning holds $121,129,969 across 18 Industrial Distribution names. AIT ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	21,366	$29,066,305
2	FAST	Fastenal Co	566,757	$27,221,338
3	AIT	Applied Industrial Technologies Inc This page	45,904	$15,522,437
4	MSM	Msc Industrial Direct Co Inc	89,894	$10,692,890
5	FERG	Ferguson Enterprises Inc. /DE/	39,421	$9,355,785
6	WSO	Watsco Inc	16,786	$6,995,229
7	POOL	Pool Corp	29,493	$6,338,045
8	WCC	Wesco International Inc	12,412	$4,287,476

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,522,437	45,904	+40.2%	Shares	Defined	2026-08-13
2026-03-31	$8,684,719	32,733	+54.2%	Shares	Sole	2026-05-12
2025-12-31	$5,449,172	21,222	+18.9%	Shares	Sole	2026-02-17
2025-09-30	$4,657,653	17,842	+22.6%	Shares	Sole	2025-11-14
2025-06-30	$3,381,914	14,549	-7.9%	Shares	Defined	2025-08-08
2025-03-31	$3,559,695	15,797	+10.4%	Shares	Sole	2025-05-15
2024-12-31	$3,425,378	14,304	+27.3%	Shares	Defined	2025-02-14
2024-09-30	$2,507,757	11,239	+27.2%	Shares	Defined	2024-10-11
2024-06-30	$1,714,766	8,839	+13.2%	Shares	Defined	2024-08-15
2024-03-31	$1,541,877	7,805	+39.0%	Shares	Defined	2024-05-13
2023-12-31	$969,826	5,616	+82.9%	Shares	Defined	2024-02-14
2023-09-30	$474,652	3,070	+28.0%	Shares	Sole	2023-11-16
2023-06-30	$347,447	2,399	+4.7%	Shares	Sole	2023-07-21
2023-03-31	$325,761	2,292	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.