OneDigital Investment Advisors LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1690370
OVERLAND PARK, KS
Position in AIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$513,649
+$115,139 QoQ
Shares Held
1,519
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#392
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $4,940,709 across 6 Industrial Distribution names. AIT ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
31,299 | $1,503,290 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
6,019 | $1,428,489 | |
| 3 | XMTR |
Xometry, Inc.
|
8,253 | $796,579 | |
| 4 | AIT |
Applied Industrial Technologies Inc
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|
1,519 | $513,649 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
352 | $478,860 | |
| 6 | POOL |
Pool Corp
|
1,023 | $219,842 |
All Filings in AIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,649 | 1,519 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $398,510 | 1,502 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $368,721 | 1,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $399,145 | 1,529 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $326,592 | 1,405 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $255,535 | 1,134 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||