Position in WSO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,729
+$686 QoQ
Shares Held
13
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Sunbelt Securities, Inc. holds $188,296 across 14 Industrial Distribution names. WSO ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
6,300 | $122,346 | |
| 2 | DNOW |
DNOW Inc.
|
2,448 | $29,155 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
16 | $17,452 | |
| 4 | WSO |
Watsco Inc
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|
13 | $4,729 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
16 | $4,245 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
14 | $3,265 | |
| 7 | SITE |
SiteOne Landscape Supply, Inc.
|
23 | $3,061 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
55 | $1,280 |
All Filings in WSO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,729 | 13 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,043 | 12 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $4,851 | 12 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $5,299 | 12 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,099 | 12 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,686 | 12 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,902 | 12 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,558 | 12 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,183 | 12 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,141 | 12 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,532 | 12 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $4,577 | 12 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,817 | 12 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||