Cape Investment Advisory, Inc.
Position in AIT — Applied Industrial Technologies Inc
CIK 1944437
MCDONOUGH, GA
Position in AIT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,395
+$1,057 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 614 holders
Holding Since
Jun 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, 2026Cape Investment Advisory, Inc. holds $201,312 across 6 Industrial Distribution names. AIT ranks #3 (2.2% 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 | $4,395 | 13 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $3,338 | 13 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,393 | 13 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $3,021 | 13 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||