Position in EVI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$174
-$132 QoQ
Shares Held
12
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 73 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $11,282,098 across 20 Industrial Distribution names. EVI ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
|
37,236 | $8,002,012 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
2,946 | $996,185 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,545 | $603,999 | |
| 4 | FAST |
Fastenal Co
|
8,841 | $424,628 | |
| 5 | WCC |
Wesco International Inc
|
1,129 | $389,986 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
240 | $326,493 | |
| 7 | WSO |
Watsco Inc
|
358 | $149,185 | |
| 8 | SITE |
SiteOne Landscape Supply, Inc.
|
1,278 | $146,213 |
All Filings in EVI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174 | 12 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $306 | 15 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $97 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $126 | 4 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $87 | 4 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16 | 1 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||