Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,680
+$15,648 QoQ
Shares Held
220
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#621
of 780 holders
Holding Since
Jun 2022
17 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, 2026Larson Financial Group LLC holds $1,844,045 across 17 Industrial Distribution names. WSO ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
22,262 | $1,069,243 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
176 | $239,430 | |
| 3 | MSM |
Msc Industrial Direct Co Inc
|
898 | $106,817 | |
| 4 | WCC |
Wesco International Inc
|
295 | $101,901 | |
| 5 | WSO |
Watsco Inc
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|
220 | $91,680 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
278 | $65,977 | |
| 7 | QXO |
QXO, Inc.
|
3,618 | $62,519 | |
| 8 | CNM |
Core & Main, Inc.
|
490 | $23,642 |
All Filings in WSO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,680 | 220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $76,032 | 209 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,433 | 212 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $76,817 | 190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $102,455 | 232 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $645,541 | 1,270 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $379,585 | 801 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $559,759 | 1,138 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,360 | 31 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,799 | 25 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $33,420 | 78 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $29,462 | 78 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $29,754 | 78 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $24,816 | 78 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $19,453 | 78 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,081 | 78 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,030 | 42 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||