Position in POOL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,002,012
+$7,815,269 QoQ
Shares Held
37,236
+3934.2% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#109
of 605 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POOL 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. POOL ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
This page
|
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 POOL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,002,012 | 37,236 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $186,743 | 923 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $155,547 | 680 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $242,782 | 783 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $393,495 | 1,350 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $473,701 | 1,488 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $499,132 | 1,464 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $544,474 | 1,445 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $444,395 | 1,446 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $588,302 | 1,458 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $556,994 | 1,397 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $530,587 | 1,490 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $555,589 | 1,483 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $435,923 | 1,273 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $370,352 | 1,225 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $619,871 | 1,948 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $768,139 | 2,187 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $929,423 | 2,198 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $633,354 | 1,119 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||