Position in POOL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$140,114
-$88,717 QoQ
Shares Held
652
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#454
of 605 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $2,814,021 across 9 Industrial Distribution names. POOL ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
|
13,251 | $1,576,206 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
558 | $759,103 | |
| 3 | FAST |
Fastenal Co
|
4,624 | $222,090 | |
| 4 | POOL |
Pool Corp
This page
|
652 | $140,114 | |
| 5 | WSO |
Watsco Inc
|
194 | $80,845 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
47 | $15,893 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
49 | $11,629 | |
| 8 | QXO |
QXO, Inc.
|
338 | $5,840 |
All Filings in POOL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,114 | 652 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $228,831 | 738 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $312,466 | 1,072 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $308,799 | 970 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $323,211 | 948 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $224,043 | 729 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $277,502 | 696 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $228,972 | 643 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||