Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,669
+$15,121 QoQ
Shares Held
52
+188.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#665
of 780 holders
Holding Since
Jun 2021
13 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, 2026CVA Family Office, LLC holds $495,706 across 12 Industrial Distribution names. WSO ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
109 | $148,283 | |
| 2 | FAST |
Fastenal Co
|
3,077 | $147,788 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
378 | $89,710 | |
| 4 | WCC |
Wesco International Inc
|
97 | $33,506 | |
| 5 | WSO |
Watsco Inc
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|
52 | $21,669 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
49 | $16,569 | |
| 7 | POOL |
Pool Corp
|
66 | $14,183 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
94 | $11,181 |
All Filings in WSO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,669 | 52 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,548 | 18 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,021 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $404 | 1 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,299 | 12 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $21,856 | 43 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $14,216 | 30 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $14,264 | 29 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,338 | 18 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,775 | 18 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,712 | 18 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $13,351 | 35 | Shares | Sole | 2023-07-10 | |
| 2021-06-30 | $1,146 | 4 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||