TRANSCEND CAPITAL ADVISORS, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1776082
MADISON, NJ
Position in AIT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$423,025
+$176,809 QoQ
Shares Held
1,251
+34.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 616 holders
Holding Since
Mar 2026
2 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $4,833,008 across 4 Industrial Distribution names. AIT ranks #2 (8.8% of the industry book) .
All Filings in AIT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,025 | 1,251 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $246,216 | 928 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||