LRI Investments, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 2023325
PALM BEACH GARDENS, FL
Position in AIT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,439
+$1,337 QoQ
Shares Held
22
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 614 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026LRI Investments, LLC holds $751,525 across 13 Industrial Distribution names. AIT ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
23,118 | $399,479 | |
| 2 | FAST |
Fastenal Co
|
3,197 | $153,551 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
370 | $87,811 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
31 | $42,171 | |
| 5 | WCC |
Wesco International Inc
|
59 | $20,380 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
849 | $18,380 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
76 | $9,040 | |
| 8 | AIT |
Applied Industrial Technologies Inc
This page
|
22 | $7,439 |
All Filings in AIT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,439 | 22 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,102 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,905 | 23 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,048 | 27 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,205 | 31 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,985 | 31 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,423 | 31 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,917 | 31 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,014 | 31 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||