Machina Capital S.A.S.

Position in AIT — Applied Industrial Technologies Inc

CIK 1744373 PARIS, I0

Position in AIT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,390,134

+$797,675 QoQ

Shares Held

4,111

+84.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#288

of 614 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Machina Capital S.A.S. holds $7,380,366 across 5 Industrial Distribution names. AIT ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	77,784	$3,735,965
2	GWW	W.W. Grainger, Inc.	1,064	$1,447,465
3	AIT	Applied Industrial Technologies Inc This page	4,111	$1,390,134
4	POOL	Pool Corp	2,422	$520,487
5	CNM	Core & Main, Inc.	5,934	$286,315

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,390,134	4,111	+84.1%	Shares	Sole	2026-08-10
2026-03-31	$592,459	2,233	+21.6%	Shares	Sole	2026-05-13
2025-12-31	$471,686	1,837	-22.7%	Shares	Sole	2026-02-10
2025-09-30	$620,515	2,377	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.