IBEX WEALTH ADVISORS
Position in AIT — Applied Industrial Technologies Inc
CIK 1686242
BEDMINSTER, NJ
Position in AIT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$245,158
-$79,802 QoQ
Shares Held
725
-46.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#473
of 614 holders
Holding Since
Jun 2024
3 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, 2026IBEX WEALTH ADVISORS holds $476,426 across 2 Industrial Distribution names. AIT ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
725 | $245,158 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
170 | $231,268 |
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,158 | 725 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $324,960 | 1,357 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $235,322 | 1,213 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||