Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,845
New position
Shares Held
194
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#624
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $2,814,021 across 9 Industrial Distribution names. WSO ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
|
13,251 | $1,576,206 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
558 | $759,103 | |
| 3 | FAST |
Fastenal Co
|
4,624 | $222,090 | |
| 4 | POOL |
Pool Corp
|
652 | $140,114 | |
| 5 | WSO |
Watsco Inc
This page
|
194 | $80,845 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
47 | $15,893 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
49 | $11,629 | |
| 8 | QXO |
QXO, Inc.
|
338 | $5,840 |
All Filings in WSO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,845 | 194 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||