Clearstead Advisors, LLC

Position in AIT — Applied Industrial Technologies Inc

CIK 842775 CLEVELAND, OH

Position in AIT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$716,878

+$225,771 QoQ

Shares Held

2,120

+14.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#354

of 614 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Advisors, LLC holds $5,577,379 across 17 Industrial Distribution names. AIT ranks #2 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	2,001	$2,722,160
2	AIT	Applied Industrial Technologies Inc This page	2,120	$716,878
3	FAST	Fastenal Co	14,300	$686,829
4	FERG	Ferguson Enterprises Inc. /DE/	2,076	$492,697
5	WSO	Watsco Inc	1,090	$454,235
6	QXO	QXO, Inc.	18,202	$314,530
7	WCC	Wesco International Inc	315	$108,810
8	POOL	Pool Corp	187	$40,186

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,878	2,120	+14.5%	Shares	Sole	2026-08-06
2026-03-31	$491,107	1,851	+142.6%	Shares	Sole	2026-05-06
2025-12-31	$195,915	763	+153.5%	Shares	Sole	2026-02-09
2025-09-30	$78,576	301	-7.1%	Shares	Sole	2025-11-10
2025-06-30	$75,313	324	+50.7%	Shares	Sole	2025-08-08
2025-03-31	$48,448	215	+8.0%	Shares	Sole	2025-05-13
2024-12-31	$47,654	199	+12.4%	Shares	Sole	2025-02-10
2024-09-30	$39,494	177	+41.6%	Shares	Sole	2024-11-13
2024-06-30	$24,250	125	+525.0%	Shares	Sole	2024-08-12
2024-03-31	$3,951	20	0.0%	Shares	Sole	2024-05-14
2023-12-31	$3,453	20	0.0%	Shares	Sole	2024-02-12
2023-09-30	$3,092	20	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.