Position in WSO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$640,097
-$127,863 QoQ
Shares Held
1,536
-27.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#410
of 782 holders
Holding Since
Mar 2024
10 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, 2026Sequoia Financial Advisors, LLC holds $20,713,305 across 11 Industrial Distribution names. WSO ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
23,336 | $8,060,954 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
2,559 | $3,481,263 | |
| 3 | FAST |
Fastenal Co
|
53,715 | $2,579,931 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
7,208 | $1,710,674 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
3,508 | $1,186,230 | |
| 6 | DNOW |
DNOW Inc.
|
86,530 | $1,122,294 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
7,834 | $931,854 | |
| 8 | WSO |
Watsco Inc
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|
1,536 | $640,097 |
All Filings in WSO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,097 | 1,536 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $767,960 | 2,111 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $577,195 | 1,713 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $278,562 | 689 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $516,253 | 1,169 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $346,660 | 682 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $356,365 | 752 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $272,009 | 553 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $253,855 | 548 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $206,481 | 478 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||