Sivia Capital Partners, LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 2012032 Mill Valley, CA

Position in AIT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,269,753

+$493,692 QoQ

Shares Held

3,755

+28.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#298

of 614 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $6,864,883 across 4 Industrial Distribution names. AIT ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XMTR	Xometry, Inc.	47,058	$4,542,038
2	AIT	Applied Industrial Technologies Inc This page	3,755	$1,269,753
3	SITE	SiteOne Landscape Supply, Inc.	5,369	$614,267
4	POOL	Pool Corp	2,042	$438,825

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,753	3,755	+28.4%	Shares	Sole	2026-07-23
2026-03-31	$776,061	2,925	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.