Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$573,003
-$17,064 QoQ
Shares Held
1,375
-15.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#430
of 780 holders
Holding Since
Dec 2020
20 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,640,775 across 15 Industrial Distribution names. WSO ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
632 | $859,772 | |
| 2 | WSO |
Watsco Inc
This page
|
1,375 | $573,003 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,571 | $372,845 | |
| 4 | FAST |
Fastenal Co
|
3,452 | $165,799 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
478 | $161,635 | |
| 6 | POOL |
Pool Corp
|
730 | $156,877 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
554 | $93,481 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
3,604 | $77,998 |
All Filings in WSO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,003 | 1,375 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $590,067 | 1,622 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $510,816 | 1,516 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $599,576 | 1,483 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $654,039 | 1,481 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $723,819 | 1,424 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $668,658 | 1,411 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $696,010 | 1,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $655,484 | 1,415 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $609,077 | 1,410 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $597,715 | 1,395 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $519,365 | 1,375 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $524,521 | 1,375 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $437,470 | 1,375 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $342,925 | 1,375 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $354,007 | 1,375 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $328,377 | 1,375 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $418,880 | 1,375 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $430,835 | 1,377 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $453 | 2 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||