Position in WSO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$277,958
+$28,399 QoQ
Shares Held
667
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 780 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Derivatives in WSO
reported options exposure · as of Jun 30, 2020CallValue
$142,160
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $2,000,839 across 5 Industrial Distribution names. WSO ranks #3 (13.9% of the industry book) .
All Filings in WSO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,958 | 667 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $249,559 | 686 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $305,950 | 908 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $347,293 | 859 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $536,764 | 1,056 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $489,054 | 1,032 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $501,717 | 1,020 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $472,041 | 1,019 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $428,041 | 999 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $377,342 | 999 | Shares | Sole | 2023-10-20 | |
| 2021-03-31 | $15,384 | 59 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $12,460 | 55 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,808 | 55 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,665 | 15 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $142,160 | 800 | Call | Sole | 2020-07-20 | |
| 2020-03-31 | $948 | 6 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||