Position in POOL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$946,849
+$391,858 QoQ
Shares Held
4,406
+60.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#267
of 605 holders
Holding Since
Mar 2020
26 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $8,673,516 across 9 Industrial Distribution names. POOL ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
13,024 | $3,090,985 | |
| 2 | FAST |
Fastenal Co
|
37,801 | $1,815,582 | |
| 3 | POOL |
Pool Corp
This page
|
4,406 | $946,849 | |
| 4 | WSO |
Watsco Inc
|
1,855 | $773,034 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
367 | $499,266 | |
| 6 | QXO |
QXO, Inc.
|
27,826 | $480,833 | |
| 7 | WCC |
Wesco International Inc
|
1,277 | $441,114 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
1,120 | $378,728 |
All Filings in POOL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,849 | 4,406 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $554,991 | 2,743 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $408,318 | 1,785 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $564,017 | 1,819 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $382,130 | 1,311 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $438,367 | 1,377 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $467,428 | 1,371 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,150,370 | 3,053 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $967,167 | 3,147 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,308,954 | 3,244 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,455,690 | 3,651 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,300,833 | 3,653 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,407,897 | 3,758 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,254,015 | 3,662 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $830,500 | 2,747 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $921,854 | 2,897 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,023,484 | 2,914 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $892,213 | 2,110 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,356,136 | 2,396 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,045,624 | 2,407 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,132,431 | 2,469 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $866,897 | 2,511 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,034,432 | 2,777 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $892,218 | 2,667 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $773,198 | 2,844 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $551,546 | 2,803 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||