Position in CNM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,798,453
+$746,091 QoQ
Shares Held
259,078
+11.7% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNM Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,128,023,823 across 15 Industrial Distribution names. CNM ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
10,297,008 | $477,781,171 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
854,747 | $199,378,285 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
120,243 | $131,162,278 | |
| 4 | WSO |
Watsco Inc
|
292,356 | $106,356,189 | |
| 5 | WCC |
Wesco International Inc
|
263,497 | $72,098,049 | |
| 6 | POOL |
Pool Corp
|
203,467 | $41,167,478 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
231,537 | $30,819,890 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
83,483 | $22,149,709 |
All Filings in CNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,798,453 | 259,078 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,052,362 | 231,910 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,737,631 | 218,050 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,333,005 | 187,788 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,724,575 | 159,896 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,658,034 | 150,423 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,942,229 | 133,834 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,202,117 | 126,729 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,858,206 | 49,925 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,969,098 | 48,728 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $918,699 | 31,844 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $832,985 | 26,579 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $697,920 | 30,213 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $802,253 | 41,546 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $716,264 | 31,498 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $664,584 | 29,802 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $649,235 | 26,839 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||