GAMMA Investing LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 2010235 FOSTER CITY, CA

Position in AIT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$606,302

+$161,361 QoQ

Shares Held

1,793

+6.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#376

of 614 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

GAMMA Investing LLC holds $10,691,187 across 21 Industrial Distribution names. AIT ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	80,800	$3,880,824
2	GWW	W.W. Grainger, Inc.	1,354	$1,841,981
3	FERG	Ferguson Enterprises Inc. /DE/	6,378	$1,513,690
4	WSO	Watsco Inc	1,951	$813,040
5	AIT	Applied Industrial Technologies Inc This page	1,793	$606,302
6	POOL	Pool Corp	2,071	$445,057
7	WCC	Wesco International Inc	992	$342,666
8	CNM	Core & Main, Inc.	5,471	$263,975

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,302	1,793	+6.9%	Shares	Defined	2026-07-07
2026-03-31	$444,941	1,677	+5.8%	Shares	Defined	2026-04-06
2025-12-31	$406,980	1,585	+3.6%	Shares	Defined	2026-01-05
2025-09-30	$399,406	1,530	+5.3%	Shares	Defined	2025-10-02
2025-06-30	$337,749	1,453	+2.9%	Shares	Defined	2025-07-14
2025-03-31	$318,180	1,412	+51.3%	Shares	Defined	2025-04-15
2024-12-31	$223,425	933	+10.5%	Shares	Defined	2025-01-03
2024-09-30	$188,321	844	+58.6%	Shares	Defined	2024-10-07
2024-06-30	$103,208	532	+2.1%	Shares	Defined	2024-07-02
2024-03-31	$102,923	521	+6.8%	Shares	Defined	2024-04-05
2023-12-31	$84,272	488	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.