Position in QXO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,251,128
-$1,357,598 QoQ
Shares Held
651,107
+0.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#120
of 638 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $13,686,498 across 2 Industrial Distribution names. QXO ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
This page
|
651,107 | $11,251,128 | |
| 2 | WSO |
Watsco Inc
|
5,844 | $2,435,370 |
All Filings in QXO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,251,128 | 651,107 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,608,726 | 649,265 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,842,343 | 613,911 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||