EverSource Wealth Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1710537
BIRMINGHAM, AL
Position in AIT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$996,185
+$266,296 QoQ
Shares Held
2,946
+7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 614 holders
Holding Since
Mar 2022
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, 2026EverSource Wealth Advisors, LLC holds $11,282,098 across 20 Industrial Distribution names. AIT ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
37,236 | $8,002,012 | |
| 2 | AIT |
Applied Industrial Technologies Inc
This page
|
2,946 | $996,185 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,545 | $603,999 | |
| 4 | FAST |
Fastenal Co
|
8,841 | $424,628 | |
| 5 | WCC |
Wesco International Inc
|
1,129 | $389,986 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
240 | $326,493 | |
| 7 | WSO |
Watsco Inc
|
358 | $149,185 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
1,278 | $146,213 |
All Filings in AIT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,185 | 2,946 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $729,889 | 2,751 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $548,715 | 2,137 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $501,997 | 1,923 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $361,922 | 1,557 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $203,930 | 905 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $156,131 | 652 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $112,901 | 506 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $84,390 | 435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,249 | 305 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $31,255 | 181 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,993 | 194 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $27,661 | 191 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $25,156 | 177 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,271 | 264 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $27,133 | 264 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $70,683 | 735 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,607 | 191 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||