INDEPENDENT FINANCIAL GROUP, LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 275484 SAN DIEGO, CA

Position in AIT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$216,077

+$16,026 QoQ

Shares Held

639

-15.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#487

of 614 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $3,149,586 across 5 Industrial Distribution names. AIT ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QXO	QXO, Inc.	66,415	$1,147,651
2	DXPE	Dxp Enterprises Inc	4,492	$757,980
3	FAST	Fastenal Co	13,247	$636,253
4	SITE	SiteOne Landscape Supply, Inc.	3,423	$391,625
5	AIT	Applied Industrial Technologies Inc This page	639	$216,077

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,077	639	-15.3%	Shares	Sole	2026-07-15
2026-03-31	$200,051	754	-4.2%	Shares	Sole	2026-05-15
2025-12-31	$202,077	787	0.0%	Shares	Sole	2026-05-15
2025-09-30	$205,446	787	-15.6%	Shares	Sole	2026-05-15
2025-03-31	$210,242	933	+3.7%	Shares	Sole	2026-05-19
2024-12-31	$215,523	900	-10.0%	Shares	Sole	2026-06-12
2024-09-30	$223,130	1,000	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.