Position in POOL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$289,900
+$109,422 QoQ
Shares Held
1,349
+51.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#381
of 605 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CX Institutional holds $3,112,518 across 10 Industrial Distribution names. POOL ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
1,157 | $1,573,982 | |
| 2 | FAST |
Fastenal Co
|
17,368 | $834,185 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
959 | $324,285 | |
| 4 | POOL |
Pool Corp
This page
|
1,349 | $289,900 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
288 | $68,351 | |
| 6 | WCC |
Wesco International Inc
|
43 | $14,853 | |
| 7 | CNM |
Core & Main, Inc.
|
56 | $2,702 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
78 | $1,679 |
All Filings in POOL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,900 | 1,349 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $180,478 | 892 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $62,220 | 272 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $113,485 | 366 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $35,269 | 121 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $65,580 | 206 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $72,353 | 206 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $434,410 | 1,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,339,166 | 5,100 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,751,747 | 5,074 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $67,422 | 181 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $60,551 | 181 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $49,208 | 181 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $34,631 | 176 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||