HFM Investment Advisors, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 2067972
GLASSBORO, NJ
Position in AIT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,705
+$1,910 QoQ
Shares Held
8
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#586
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026HFM Investment Advisors, LLC holds $24,370 across 11 Industrial Distribution names. AIT ranks #5 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
4 | $5,441 | |
| 2 | WCC |
Wesco International Inc
|
10 | $3,454 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
14 | $3,322 | |
| 4 | WSO |
Watsco Inc
|
7 | $2,917 | |
| 5 | AIT |
Applied Industrial Technologies Inc
This page
|
8 | $2,705 | |
| 6 | FAST |
Fastenal Co
|
53 | $2,545 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
8 | $951 | |
| 8 | POOL |
Pool Corp
|
4 | $859 |
All Filings in AIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705 | 8 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $795 | 3 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $770 | 3 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $783 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $697 | 3 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $225 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||