Position in QXO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$480,833
-$1,733,415 QoQ
Shares Held
27,826
-75.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#383
of 638 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Derivatives in QXO
reported options exposure · as of Jun 30, 2026CallValue
$2,019,064
CallShares
116,844
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Industrial Distribution
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $8,673,516 across 9 Industrial Distribution names. QXO ranks #6 (5.5% 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
|
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.
This page
|
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 QXO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,019,064 | 116,844 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $480,833 | 27,826 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,214,248 | 114,019 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||