RFG - Bristol Wealth Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 2055104
TAUNTON, MA
Position in AIT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$240,086
New position
Shares Held
710
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#478
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $614,720 across 2 Industrial Distribution names. AIT ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
7,800 | $374,634 | |
| 2 | AIT |
Applied Industrial Technologies Inc
This page
|
710 | $240,086 |
All Filings in AIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,086 | 710 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||