Position in POOL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,017,766
+$757,368 QoQ
Shares Held
4,736
+268.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#260
of 605 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $7,976,253 across 9 Industrial Distribution names. POOL ranks #5 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
26,531 | $1,274,283 | |
| 2 | WCC |
Wesco International Inc
|
3,551 | $1,226,621 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
3,099 | $1,047,926 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
8,759 | $1,041,883 | |
| 5 | POOL |
Pool Corp
This page
|
4,736 | $1,017,766 | |
| 6 | QXO |
QXO, Inc.
|
52,618 | $909,239 | |
| 7 | GWW |
W.W. Grainger, Inc.
|
601 | $817,600 | |
| 8 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,679 | $398,477 |
All Filings in POOL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,766 | 4,736 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $260,398 | 1,287 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $222,940 | 719 | Shares | Sole | 2025-10-30 | |
| 2023-06-30 | $206,801 | 552 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $161,141 | 533 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $218,613 | 517 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $282,434 | 499 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $160,297 | 369 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||