Dogwood Wealth Management LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 2056922 LENEXA, KS

Position in AIT

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$9,806

+$3,439 QoQ

Shares Held

+20.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#551

of 614 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $63,003 across 6 Industrial Distribution names. AIT ranks #5 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	241	$11,575
2	WCC	Wesco International Inc	32	$11,053
3	FERG	Ferguson Enterprises Inc. /DE/	45	$10,679
4	QXO	QXO, Inc.	600	$10,368
5	AIT	Applied Industrial Technologies Inc This page	29	$9,806
6	GWW	W.W. Grainger, Inc.	7	$9,522

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,806	29	+20.8%	Shares	Sole	2026-07-06
2026-03-31	$6,367	24	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.