Position in POOL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$482,665
+$45,430 QoQ
Shares Held
2,246
+3.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#320
of 605 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $757,919 across 2 Industrial Distribution names. POOL ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POOL |
Pool Corp
This page
|
2,246 | $482,665 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
814 | $275,254 |
All Filings in POOL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,665 | 2,246 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $437,235 | 2,161 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $321,622 | 1,406 | Shares | Sole | 2026-04-02 | |
| 2025-06-30 | $414,484 | 1,422 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $368,967 | 1,159 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $324,915 | 953 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $413,726 | 1,098 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $383,855 | 1,249 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||