Creative Planning
Position in AIT — Applied Industrial Technologies Inc
CIK 1540235
OVERLAND PARK, KS
Position in AIT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,684,719
+$3,235,547 QoQ
Shares Held
32,733
+54.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.436867992545749.ToString("F0")%
Shared 0.ToString("F0")%
None 99.56313200745424.ToString("F0")%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Creative Planning holds $107,271,823 across 17 Industrial Distribution names. AIT ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
845,147 | $39,214,820 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
18,873 | $20,586,858 | |
| 3 | AIT |
Applied Industrial Technologies Inc
This page
|
32,733 | $8,684,719 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
34,969 | $8,156,868 | |
| 5 | WSO |
Watsco Inc
|
14,994 | $5,454,667 | |
| 6 | MSM |
Msc Industrial Direct Co Inc
|
56,108 | $5,177,085 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
38,378 | $5,108,495 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
103,097 | $3,475,399 |
All Filings in AIT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,684,719 | 32,733 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,449,172 | 21,222 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,657,653 | 17,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,381,914 | 14,549 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,559,695 | 15,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,425,378 | 14,304 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,507,757 | 11,239 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,714,766 | 8,839 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,541,877 | 7,805 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $969,826 | 5,616 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $474,652 | 3,070 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $347,447 | 2,399 | 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. | ||||||