Position in WSO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$590,067
+$79,251 QoQ
Shares Held
1,622
+7.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $2,479,559 across 16 Industrial Distribution names. WSO ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
642 | $700,300 | |
| 2 | WSO |
Watsco Inc
This page
|
1,622 | $590,067 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,254 | $525,768 | |
| 4 | FAST |
Fastenal Co
|
3,346 | $155,254 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
478 | $126,822 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
2,877 | $96,983 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
548 | $76,572 | |
| 8 | POOL |
Pool Corp
|
315 | $63,733 |
All Filings in WSO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||