Waverly Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1568787
BIRMINGHAM, AL
Position in AIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,109
+$304,889 QoQ
Shares Held
1,822
+55.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 614 holders
Holding Since
Mar 2026
2 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, 2026Waverly Advisors, LLC holds $19,617,489 across 7 Industrial Distribution names. AIT ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
38,682 | $8,312,761 | |
| 2 | FAST |
Fastenal Co
|
155,196 | $7,454,063 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
1,153 | $1,568,541 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
4,795 | $1,137,997 | |
| 5 | AIT |
Applied Industrial Technologies Inc
This page
|
1,822 | $616,109 | |
| 6 | WCC |
Wesco International Inc
|
929 | $320,904 | |
| 7 | WSO |
Watsco Inc
|
497 | $207,114 |
All Filings in AIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,109 | 1,822 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $311,220 | 1,173 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||