Jefferies Financial Group Inc.
Position in AIT — Applied Industrial Technologies Inc
CIK 96223
NEW YORK, NY
Position in AIT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$754,750
-$177,839 QoQ
Shares Held
2,232
-44.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 614 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Jefferies Financial Group Inc. holds $18,312,887 across 8 Industrial Distribution names. AIT ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
35,487 | $8,422,129 | |
| 2 | QXO |
QXO, Inc.
|
199,161 | $3,441,502 | |
| 3 | DNOW |
DNOW Inc.
|
175,001 | $2,269,762 | |
| 4 | FAST |
Fastenal Co
|
34,861 | $1,674,373 | |
| 5 | BXC |
BlueLinx Holdings Inc.
|
14,360 | $888,596 | |
| 6 | AIT |
Applied Industrial Technologies Inc
This page
|
2,232 | $754,750 | |
| 7 | WCC |
Wesco International Inc
|
1,894 | $654,244 | |
| 8 | WSO |
Watsco Inc
|
498 | $207,531 |
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,750 | 2,232 | Shares | Defined | 2026-08-17 | |
| 2025-06-30 | $932,589 | 4,012 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $327,116 | 1,366 | Shares | Defined | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||