Balboa Wealth Partners
Position in AIT — Applied Industrial Technologies Inc
CIK 1929008
SCOTTSDALE, AZ
Position in AIT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$412,204
+$41,022 QoQ
Shares Held
1,219
-12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#407
of 614 holders
Holding Since
Dec 2024
6 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, 2026Balboa Wealth Partners holds $412,204 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
|
1,219 | $412,204 |
All Filings in AIT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,204 | 1,219 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $371,182 | 1,399 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $225,187 | 877 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $203,880 | 781 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $244,493 | 1,085 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $223,425 | 933 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||