Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$900,136
+$65,602 QoQ
Shares Held
2,160
-5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#367
of 780 holders
Holding Since
Sep 2022
13 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, 2026BHK Investment Advisors, LLC holds $1,166,176 across 2 Industrial Distribution names. WSO ranks #1 (77.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
2,160 | $900,136 | |
| 2 | EVI |
Evi Industries, Inc.
|
18,000 | $266,040 |
All Filings in WSO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,136 | 2,160 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $834,534 | 2,294 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $772,963 | 2,294 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $594,725 | 1,471 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $649,623 | 1,471 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $658,756 | 1,296 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $692,353 | 1,461 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $717,652 | 1,459 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $654,558 | 1,413 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $585,319 | 1,355 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $396,334 | 925 | Shares | Sole | 2024-01-29 | |
| 2022-12-31 | $261,870 | 1,050 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $244,587 | 950 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||