Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,584
+$583 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#728
of 783 holders
Holding Since
Dec 2022
5 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, 2026Cornerstone Planning Group LLC holds $209,887 across 12 Industrial Distribution names. WSO ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
1,492 | $71,660 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
50 | $68,020 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
222 | $52,687 | |
| 4 | WCC |
Wesco International Inc
|
17 | $5,872 | |
| 5 | WSO |
Watsco Inc
This page
|
11 | $4,584 | |
| 6 | POOL |
Pool Corp
|
12 | $2,578 | |
| 7 | AIT |
Applied Industrial Technologies Inc
|
4 | $1,352 | |
| 8 | QXO |
QXO, Inc.
|
60 | $1,036 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,584 | 11 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,001 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,021 | 6 | Shares | Sole | 2026-02-02 | |
| 2024-06-30 | $926 | 2 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $997 | 4 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||