Position in WSO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$624,258
+$124,777 QoQ
Shares Held
1,498
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 780 holders
Holding Since
Dec 2025
3 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, 2026Merit Financial Group, LLC holds $33,092,069 across 10 Industrial Distribution names. WSO ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
434,526 | $20,870,277 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
3,969 | $5,399,423 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
5,466 | $1,297,241 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
3,534 | $1,195,020 | |
| 5 | POOL |
Pool Corp
|
4,473 | $961,244 | |
| 6 | WCC |
Wesco International Inc
|
2,709 | $935,767 | |
| 7 | QXO |
QXO, Inc.
|
51,761 | $894,427 | |
| 8 | WSO |
Watsco Inc
This page
|
1,498 | $624,258 |
All Filings in WSO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,258 | 1,498 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $499,481 | 1,373 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $303,925 | 902 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||