Summit Financial, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1765536
PARSIPPANY, NJ
Position in AIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$329,019
+$57,862 QoQ
Shares Held
973
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#436
of 614 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $1,344,715 across 3 Industrial Distribution names. AIT ranks #3 (24.5% of the industry book) .
All Filings in AIT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,019 | 973 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $271,157 | 1,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,797 | 1,004 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $259,483 | 994 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||