Lido Advisors, LLC

Position in WSO — Watsco Inc

CIK 1650150 Los Angeles, CA

Position in WSO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$360,888

+$24,019 QoQ

Shares Held

866

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#508

of 780 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Industrials · as of Jun 30, 2026

Lido Advisors, LLC holds $13,406,194 across 8 Industrial Distribution names. WSO ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	111,805	$5,369,993
2	GWW	W.W. Grainger, Inc.	3,691	$5,021,235
3	WCC	Wesco International Inc	2,506	$865,647
4	MSM	Msc Industrial Direct Co Inc	4,807	$571,792
5	REZI	Resideo Technologies, Inc.	22,407	$484,941
6	AIT	Applied Industrial Technologies Inc	1,316	$445,005
7	WSO	Watsco Inc This page	866	$360,888
8	FERG	Ferguson Enterprises Inc. /DE/	1,208	$286,693

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,888	866	-6.5%	Shares	Sole	2026-08-07
2026-03-31	$336,869	926	+15.2%	Shares	Sole	2026-05-13
2025-12-31	$270,907	804	-5.6%	Shares	Sole	2026-02-10
2025-09-30	$344,463	852	-24.5%	Shares	Sole	2025-11-14
2025-06-30	$498,588	1,129	+7.3%	Shares	Defined	2025-08-13
2025-03-31	$534,731	1,052	-11.7%	Shares	Sole	2025-05-15
2024-12-31	$564,402	1,191	+7.6%	Shares	Sole	2025-02-14
2024-09-30	$544,511	1,107	+19.7%	Shares	Sole	2024-11-14
2024-06-30	$428,497	925	+12.5%	Shares	Sole	2024-08-15
2024-03-31	$355,079	822	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$350,916	819	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.