Position in AIT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$241,777
+$29,787 QoQ
Shares Held
715
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#474
of 614 holders
Holding Since
Jun 2025
5 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, 2026Finivi Inc. holds $458,623 across 2 Industrial Distribution names. AIT ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
715 | $241,777 | |
| 2 | QXO |
QXO, Inc.
|
12,549 | $216,846 |
All Filings in AIT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,777 | 715 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $211,990 | 799 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $223,389 | 870 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $219,804 | 842 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $205,020 | 882 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||