MISSION WEALTH MANAGEMENT, LP

Position in WSO — Watsco Inc

CIK 1645382 Santa Barbara, CA

Position in WSO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$214,615

New position

Shares Held

515

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#591

of 780 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $4,325,508 across 6 Industrial Distribution names. WSO ranks #6 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	1,343	$1,827,017
2	FERG	Ferguson Enterprises Inc. /DE/	3,046	$722,907
3	POOL	Pool Corp	3,153	$677,579
4	FAST	Fastenal Co	11,683	$561,134
5	AIT	Applied Industrial Technologies Inc	953	$322,256
6	WSO	Watsco Inc This page	515	$214,615

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,615	515	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.