Lido Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1650150
Los Angeles, CA
Position in AIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$445,005
+$158,661 QoQ
Shares Held
1,316
-10.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 614 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $13,406,194 across 8 Industrial Distribution names. AIT ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
111,805 | $5,369,993 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
3,691 | $5,021,235 | |
| 3 | WCC |
Wesco International Inc
|
2,506 | $865,647 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
4,807 | $571,792 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
22,407 | $484,941 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
1,316 | $445,005 | |
| 7 | WSO |
Watsco Inc
|
866 | $360,888 | |
| 8 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,208 | $286,693 |
All Filings in AIT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,005 | 1,316 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $286,344 | 1,476 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $310,152 | 1,570 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $252,300 | 1,461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $399,512 | 2,584 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $338,902 | 2,340 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $463,770 | 3,263 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $505,002 | 4,007 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $391,694 | 3,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $341,403 | 3,550 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $396,986 | 3,867 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||