Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$247,120
+$35,031 QoQ
Shares Held
593
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026SIGNATUREFD, LLC holds $4,703,605 across 19 Industrial Distribution names. WSO ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
25,597 | $1,229,423 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
827 | $1,125,050 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
4,340 | $1,030,012 | |
| 4 | WCC |
Wesco International Inc
|
1,042 | $359,938 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
2,327 | $276,796 | |
| 6 | WSO |
Watsco Inc
This page
|
593 | $247,120 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
6,804 | $147,258 | |
| 8 | POOL |
Pool Corp
|
484 | $104,011 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,120 | 593 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $212,089 | 583 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $172,181 | 511 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $228,833 | 566 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $259,230 | 587 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $338,527 | 666 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $281,016 | 593 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $304,473 | 619 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $303,422 | 655 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $240,607 | 557 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $243,799 | 569 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $255,716 | 677 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $196,075 | 514 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $174,033 | 547 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $138,167 | 554 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $166,834 | 648 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $129,679 | 543 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $233,354 | 766 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $235,285 | 752 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $179,941 | 680 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $159,658 | 557 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $98,042 | 376 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $80,878 | 357 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $83,607 | 359 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $66,637 | 375 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $29,709 | 188 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||