Pathstone Holdings, LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 2011612 ENGLEWOOD, NJ

Position in AIT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,789,646

+$818,594 QoQ

Shares Held

11,207

+0.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#202

of 614 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 19% Shared 0% None 80%

Industrials · as of Jun 30, 2026

Pathstone Holdings, LLC holds $60,808,023 across 15 Industrial Distribution names. AIT ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	14,531	$19,767,972
2	FAST	Fastenal Co	243,662	$11,703,084
3	FERG	Ferguson Enterprises Inc. /DE/	30,176	$7,161,668
4	QXO	QXO, Inc.	298,944	$5,165,752
5	WSO	Watsco Inc	9,712	$4,047,281
6	AIT	Applied Industrial Technologies Inc This page	11,207	$3,789,646
7	MSM	Msc Industrial Direct Co Inc	22,770	$2,708,490
8	POOL	Pool Corp	7,651	$1,644,199

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,789,646	11,207	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$2,971,052	11,198	-1.8%	Shares	Defined	2026-05-11
2025-12-31	$2,926,663	11,398	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$2,951,691	11,307	-0.8%	Shares	Defined	2025-11-13
2025-06-30	$2,649,231	11,397	+8.5%	Shares	Other	2025-08-12
2025-03-31	$2,366,293	10,501	+2.8%	Shares	Other	2025-05-15
2024-12-31	$2,445,706	10,213	-7.7%	Shares	Sole	2025-02-14
2024-09-30	$2,469,824	11,069	+1.7%	Shares	Sole	2024-11-07
2024-06-30	$2,110,526	10,879	-2.5%	Shares	Defined	2024-08-14
2024-03-31	$2,204,657	11,160	-3.4%	Shares	Sole	2024-05-13
2023-12-31	$1,995,087	11,553	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.