Global Retirement Partners, LLC
PensionPosition in AIT — Applied Industrial Technologies Inc
CIK 1749744
San Rafael, CA
Position in AIT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,196
+$27,182 QoQ
Shares Held
110
+182.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 614 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $4,960,955 across 17 Industrial Distribution names. AIT ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
1,507 | $2,050,122 | |
| 2 | WCC |
Wesco International Inc
|
1,907 | $658,735 | |
| 3 | FAST |
Fastenal Co
|
13,150 | $631,594 | |
| 4 | QXO |
QXO, Inc.
|
29,125 | $503,280 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,334 | $316,598 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
10,924 | $236,422 | |
| 7 | WSO |
Watsco Inc
|
366 | $152,523 | |
| 8 | CNM |
Core & Main, Inc.
|
2,651 | $127,910 |
All Filings in AIT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,196 | 110 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $10,014 | 39 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,180 | 39 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,065 | 39 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,902 | 33 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,363 | 33 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,596 | 34 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,519 | 33 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,698 | 33 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,792 | 31 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,489 | 31 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,406 | 31 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,906 | 31 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,186 | 31 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,788 | 29 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,722 | 46 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||