Pinnacle Wealth Planning Services, Inc.
Position in DXPE — Dxp Enterprises Inc
CIK 1726752
MANSFIELD, OH
Position in DXPE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$93,481
+$16,909 QoQ
Shares Held
554
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#188
of 251 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DXPE Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $2,640,775 across 15 Industrial Distribution names. DXPE ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
632 | $859,772 | |
| 2 | WSO |
Watsco Inc
|
1,375 | $573,003 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,571 | $372,845 | |
| 4 | FAST |
Fastenal Co
|
3,452 | $165,799 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
478 | $161,635 | |
| 6 | POOL |
Pool Corp
|
730 | $156,877 | |
| 7 | DXPE |
Dxp Enterprises Inc
This page
|
554 | $93,481 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
3,604 | $77,998 |
All Filings in DXPE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,481 | 554 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $76,572 | 548 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,933 | 555 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $7,291 | 328 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||