ELEVATION POINT WEALTH PARTNERS, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1744349
DENVER, CO
Position in AIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$378,728
+$104,918 QoQ
Shares Held
1,120
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 614 holders
Holding Since
Dec 2020
20 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $8,673,516 across 9 Industrial Distribution names. AIT ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
13,024 | $3,090,985 | |
| 2 | FAST |
Fastenal Co
|
37,801 | $1,815,582 | |
| 3 | POOL |
Pool Corp
|
4,406 | $946,849 | |
| 4 | WSO |
Watsco Inc
|
1,855 | $773,034 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
367 | $499,266 | |
| 6 | QXO |
QXO, Inc.
|
27,826 | $480,833 | |
| 7 | WCC |
Wesco International Inc
|
1,277 | $441,114 | |
| 8 | AIT |
Applied Industrial Technologies Inc
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|
1,120 | $378,728 |
All Filings in AIT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,728 | 1,120 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $273,810 | 1,032 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $442,352 | 1,903 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $463,524 | 2,057 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $495,702 | 2,070 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $474,151 | 2,125 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $420,592 | 2,168 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $433,029 | 2,192 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $381,644 | 2,210 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $344,007 | 2,225 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $289,080 | 1,996 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $299,894 | 2,110 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $270,334 | 2,145 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,436 | 2,495 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $283,701 | 2,950 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $319,477 | 3,112 | Shares | Sole | 2022-05-03 | |
| 2021-09-30 | $331,768 | 3,681 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $326,450 | 3,585 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $322,650 | 3,539 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $268,129 | 3,438 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||