Position in POOL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$832,307
+$379,695 QoQ
Shares Held
3,873
+73.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#276
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, 2026HB Wealth Management, LLC holds $11,768,351 across 11 Industrial Distribution names. POOL ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
79,493 | $3,818,048 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
1,717 | $2,335,806 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
4,734 | $1,123,520 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
2,771 | $937,013 | |
| 5 | POOL |
Pool Corp
This page
|
3,873 | $832,307 | |
| 6 | WSO |
Watsco Inc
|
1,954 | $814,290 | |
| 7 | WCC |
Wesco International Inc
|
1,948 | $672,897 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
3,218 | $382,781 |
All Filings in POOL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,307 | 3,873 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $452,612 | 2,237 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $268,323 | 1,173 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $447,741 | 1,444 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $387,085 | 1,328 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $424,042 | 1,332 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $391,399 | 1,148 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $431,059 | 1,144 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $359,268 | 1,169 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $449,095 | 1,113 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $506,361 | 1,270 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $410,583 | 1,153 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $348,789 | 931 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $326,345 | 953 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $289,027 | 956 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $296,889 | 933 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $375,464 | 1,069 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $437,649 | 1,035 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $538,266 | 951 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||