Position in DSGR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$54
-$129 QoQ
Shares Held
2
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 112 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DSGR Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $3,688,313 across 19 Industrial Distribution names. DSGR ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
37,691 | $1,810,298 | |
| 2 | WCC |
Wesco International Inc
|
1,333 | $460,458 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
1,200 | $405,780 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
232 | $315,612 | |
| 5 | WSO |
Watsco Inc
|
722 | $300,879 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
6,711 | $145,237 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
490 | $116,291 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
451 | $51,598 |
All Filings in DSGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54 | 2 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $183 | 7 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $301 | 11 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $330 | 11 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $796 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28 | 1 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34 | 1 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||