Position in QXO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$314,530
-$31,417 QoQ
Shares Held
18,202
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 638 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QXO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $5,577,379 across 17 Industrial Distribution names. QXO ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
2,001 | $2,722,160 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
2,120 | $716,878 | |
| 3 | FAST |
Fastenal Co
|
14,300 | $686,829 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,076 | $492,697 | |
| 5 | WSO |
Watsco Inc
|
1,090 | $454,235 | |
| 6 | QXO |
QXO, Inc.
This page
|
18,202 | $314,530 | |
| 7 | WCC |
Wesco International Inc
|
315 | $108,810 | |
| 8 | POOL |
Pool Corp
|
187 | $40,186 |
All Filings in QXO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,530 | 18,202 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $345,947 | 17,814 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $344,249 | 17,846 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,081 | 1,211 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||