Bull Harbor Capital LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 2135047 BETHESDA, MD

Position in AIT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,108,455

+$484,953 QoQ

Shares Held

3,278

+39.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#315

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

Bull Harbor Capital LLC holds $2,529,129 across 5 Industrial Distribution names. AIT ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIT	Applied Industrial Technologies Inc This page	3,278	$1,108,455
2	FERG	Ferguson Enterprises Inc. /DE/	1,906	$452,350
3	WCC	Wesco International Inc	1,042	$359,938
4	POOL	Pool Corp	1,532	$329,226
5	SITE	SiteOne Landscape Supply, Inc.	2,440	$279,160

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,108,455	3,278	+39.5%	Shares	Sole	2026-08-10
2026-03-31	$623,502	2,350	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.