Position in WSO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$250,038
New position
Shares Held
600
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $2,591,050 across 2 Industrial Distribution names. WSO ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
6,923 | $2,341,012 | |
| 2 | WSO |
Watsco Inc
This page
|
600 | $250,038 |
All Filings in WSO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,038 | 600 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||