Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$152,523
+$8,309 QoQ
Shares Held
366
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 780 holders
Holding Since
Dec 2020
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, 2026Global Retirement Partners, LLC holds $4,960,955 across 17 Industrial Distribution names. WSO ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
1,507 | $2,050,122 | |
| 2 | WCC |
Wesco International Inc
|
1,907 | $658,735 | |
| 3 | FAST |
Fastenal Co
|
13,150 | $631,594 | |
| 4 | QXO |
QXO, Inc.
|
29,125 | $503,280 | |
| 5 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,334 | $316,598 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
10,924 | $236,422 | |
| 7 | WSO |
Watsco Inc
This page
|
366 | $152,523 | |
| 8 | CNM |
Core & Main, Inc.
|
2,651 | $127,910 |
All Filings in WSO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,523 | 366 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $144,214 | 428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $56,602 | 140 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $59,177 | 134 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $100,464 | 212 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $60,993 | 124 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $56,515 | 122 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $25,918 | 60 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,709 | 46 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $13,220 | 35 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $11,825 | 31 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $9,862 | 31 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,484 | 26 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,932 | 58 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,941 | 50 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,013 | 46 | Shares | Sole | 2022-07-14 | |
| 2020-12-31 | $1,359 | 6 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||