Position in WSO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$576,753
+$89,275 QoQ
Shares Held
1,384
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 780 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $7,693,845 across 8 Industrial Distribution names. WSO ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
1,791 | $2,436,475 | |
| 2 | FAST |
Fastenal Co
|
31,676 | $1,521,397 | |
| 3 | WCC |
Wesco International Inc
|
2,708 | $935,424 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
2,432 | $822,380 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
6,476 | $770,320 | |
| 6 | WSO |
Watsco Inc
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|
1,384 | $576,753 | |
| 7 | CNM |
Core & Main, Inc.
|
8,902 | $429,521 | |
| 8 | POOL |
Pool Corp
|
938 | $201,575 |
All Filings in WSO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,753 | 1,384 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $487,478 | 1,340 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $305,276 | 906 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $380,849 | 942 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $319,732 | 724 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $634,357 | 1,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $537,390 | 1,134 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $541,067 | 1,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $498,445 | 1,076 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $272,572 | 631 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $269,078 | 628 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $214,385 | 562 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||