Cornerstone Planning Group LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1822587
FAIRFIELD, NJ
Position in AIT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,352
+$291 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#602
of 617 holders
Holding Since
Jun 2024
9 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, 2026Cornerstone Planning Group LLC holds $209,887 across 12 Industrial Distribution names. AIT ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
1,492 | $71,660 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
50 | $68,020 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
222 | $52,687 | |
| 4 | WCC |
Wesco International Inc
|
17 | $5,872 | |
| 5 | WSO |
Watsco Inc
|
11 | $4,584 | |
| 6 | POOL |
Pool Corp
|
12 | $2,578 | |
| 7 | AIT |
Applied Industrial Technologies Inc
This page
|
4 | $1,352 | |
| 8 | QXO |
QXO, Inc.
|
60 | $1,036 |
All Filings in AIT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352 | 4 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,061 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $513 | 2 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $522 | 2 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $464 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $450 | 2 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $478 | 2 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $446 | 2 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $388 | 2 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||