MONTAG A & ASSOCIATES INC
Position in AIT — Applied Industrial Technologies Inc
CIK 829407
ATLANTA, GA
Position in AIT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,043
+$921 QoQ
Shares Held
9
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 614 holders
Holding Since
Dec 2025
3 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, 2026MONTAG A & ASSOCIATES INC holds $1,509,717 across 5 Industrial Distribution names. AIT ranks #5 (0.2% of the industry book) .
All Filings in AIT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,043 | 9 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,122 | 8 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,797 | 7 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||