Cornerstone Financial Management LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 2110329
PROVIDENCE, RI
Position in AIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,014
+$219 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#600
of 614 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Cornerstone Financial Management LLC holds $57,402 across 11 Industrial Distribution names. AIT ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
372 | $17,867 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
13 | $17,685 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
57 | $13,527 | |
| 4 | WCC |
Wesco International Inc
|
6 | $2,072 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
14 | $1,665 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
3 | $1,014 | |
| 7 | WSO |
Watsco Inc
|
2 | $833 | |
| 8 | CNM |
Core & Main, Inc.
|
17 | $820 |
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014 | 3 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $795 | 3 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $770 | 3 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||