Position in WSO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$755,114
+$67,551 QoQ
Shares Held
1,812
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#391
of 782 holders
Holding Since
Jun 2021
21 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 Jun 30, 2026Belpointe Asset Management LLC holds $941,254 across 2 Industrial Distribution names. WSO ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
1,812 | $755,114 | |
| 2 | QXO |
QXO, Inc.
|
10,772 | $186,140 |
All Filings in WSO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,114 | 1,812 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $687,563 | 1,890 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,186,737 | 3,522 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,349,957 | 3,339 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,369,905 | 3,102 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,424,764 | 2,803 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,295,615 | 2,734 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,349,226 | 2,743 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,085,371 | 2,343 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $994,826 | 2,303 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $841,943 | 1,965 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $647,789 | 1,715 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $575,256 | 1,508 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $583,505 | 1,834 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $400,785 | 1,607 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $436,652 | 1,696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $291,360 | 1,220 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $379,276 | 1,245 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $211,506 | 676 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $178,353 | 674 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $147,332 | 514 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||