Position in WSO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,995,229
+$1,540,562 QoQ
Shares Held
16,786
+12.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#166
of 783 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, 2026Creative Planning holds $121,129,969 across 18 Industrial Distribution names. WSO ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
21,366 | $29,066,305 | |
| 2 | FAST |
Fastenal Co
|
566,757 | $27,221,338 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
45,904 | $15,522,437 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
89,894 | $10,692,890 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
39,421 | $9,355,785 | |
| 6 | WSO |
Watsco Inc
This page
|
16,786 | $6,995,229 | |
| 7 | POOL |
Pool Corp
|
29,493 | $6,338,045 | |
| 8 | WCC |
Wesco International Inc
|
12,412 | $4,287,476 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,995,229 | 16,786 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,454,667 | 14,994 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,966,507 | 8,804 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,604,095 | 6,441 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,650,160 | 6,001 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,510,828 | 6,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,658,522 | 5,610 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,563,677 | 5,212 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,242,543 | 4,841 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,914,490 | 4,432 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,689,456 | 3,943 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,396,808 | 3,698 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,268,768 | 3,326 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,032,429 | 3,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $787,106 | 3,156 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $918,359 | 3,567 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $760,880 | 3,186 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $907,827 | 2,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $750,912 | 2,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $614,712 | 2,323 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $611,689 | 2,134 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $566,349 | 2,172 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $391,025 | 1,726 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $358,184 | 1,538 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $256,776 | 1,445 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $211,128 | 1,336 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||