OneAscent Family Office, LLC
Family OfficePosition in AIT — Applied Industrial Technologies Inc
CIK 2055812
BIRMINGHAM, AL
Position in AIT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$213,372
New position
Shares Held
631
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#489
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, 2026OneAscent Family Office, LLC holds $415,814 across 2 Industrial Distribution names. AIT ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
631 | $213,372 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
853 | $202,442 |
All Filings in AIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,372 | 631 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||