Position in WSO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$830,542
-$162,604 QoQ
Shares Held
1,993
-27.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#373
of 780 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $16,498,027 across 10 Industrial Distribution names. WSO ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
39,404 | $9,351,750 | |
| 2 | MSM |
Msc Industrial Direct Co Inc
|
49,160 | $5,847,581 | |
| 3 | WSO |
Watsco Inc
This page
|
1,993 | $830,542 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
1,159 | $391,915 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
28 | $38,091 | |
| 6 | FAST |
Fastenal Co
|
780 | $37,463 | |
| 7 | WCC |
Wesco International Inc
|
1 | $345 | |
| 8 | DXPE |
Dxp Enterprises Inc
|
1 | $168 |
All Filings in WSO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,542 | 1,993 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $993,146 | 2,730 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,041,175 | 3,090 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,440,116 | 3,562 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,102,111 | 4,760 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,091,480 | 6,082 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,321,495 | 7,009 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,657,127 | 7,435 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,699,434 | 7,986 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,666,561 | 8,488 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,671,706 | 15,571 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,183,654 | 16,371 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,032,566 | 15,814 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,530,280 | 14,239 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,345,451 | 13,414 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,163,178 | 8,402 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,941 | 117 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $56,358 | 185 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||