Position in AIT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$405,780
+$211,301 QoQ
Shares Held
1,200
+63.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#410
of 614 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $3,688,313 across 19 Industrial Distribution names. AIT ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
37,691 | $1,810,298 | |
| 2 | WCC |
Wesco International Inc
|
1,333 | $460,458 | |
| 3 | AIT |
Applied Industrial Technologies Inc
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|
1,200 | $405,780 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
232 | $315,612 | |
| 5 | WSO |
Watsco Inc
|
722 | $300,879 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
6,711 | $145,237 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
490 | $116,291 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
451 | $51,598 |
All Filings in AIT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,780 | 1,200 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $194,479 | 733 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $191,293 | 745 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $220,326 | 844 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $224,779 | 967 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $235,254 | 1,044 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $105,127 | 439 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $92,598 | 415 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $20 | 69 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,297 | 71 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,828 | 71 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $7,288 | 71 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $548 | 12 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||