Whalen Wealth Management Inc.
Position in AIT — Applied Industrial Technologies Inc
CIK 1894447
LAS VEGAS, NV
Position in AIT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,048
New position
Shares Held
633
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#488
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Whalen Wealth Management Inc. holds $214,048 across 1 Industrial Distribution name. AIT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
633 | $214,048 |
All Filings in AIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,048 | 633 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||