Position in REZI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$484,941
-$33,348 QoQ
Shares Held
22,407
+1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 434 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $13,406,194 across 8 Industrial Distribution names. REZI ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
111,805 | $5,369,993 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
3,691 | $5,021,235 | |
| 3 | WCC |
Wesco International Inc
|
2,506 | $865,647 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
4,807 | $571,792 | |
| 5 | REZI |
Resideo Technologies, Inc.
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|
22,407 | $484,941 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
1,316 | $445,005 | |
| 7 | WSO |
Watsco Inc
|
866 | $360,888 | |
| 8 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,208 | $286,693 |
All Filings in REZI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,941 | 15,593 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $518,289 | 15,375 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $501,196 | 14,271 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $607,973 | 14,080 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $312,125 | 14,149 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $249,462 | 14,094 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $323,390 | 14,030 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $237,973 | 11,816 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $287,336 | 14,690 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $348,091 | 15,526 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $298,748 | 15,874 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||