CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AIT — Applied Industrial Technologies Inc
CIK 819864
KOKOMO, IN
Position in AIT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,028
+$437 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 614 holders
Holding Since
Mar 2024
10 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $219,844 across 8 Industrial Distribution names. AIT ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
103 | $140,121 | |
| 2 | WSO |
Watsco Inc
|
145 | $60,425 | |
| 3 | FAST |
Fastenal Co
|
122 | $5,859 | |
| 4 | CNM |
Core & Main, Inc.
|
120 | $5,790 | |
| 5 | WCC |
Wesco International Inc
|
14 | $4,836 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
6 | $2,028 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
2 | $474 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
14 | $311 |
All Filings in AIT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,028 | 6 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,591 | 6 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,540 | 6 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,393 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,021 | 13 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,830 | 17 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,676 | 7 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,031 | 157 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $30,458 | 157 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,382 | 7 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||