Position in WSO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$416
-$311 QoQ
Shares Held
1
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#775
of 780 holders
Holding Since
Jun 2025
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, 2026DecisionPoint Financial, LLC holds $6,486 across 11 Industrial Distribution names. WSO ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
4 | $1,381 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
1 | $1,360 | |
| 3 | FAST |
Fastenal Co
|
26 | $1,248 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
4 | $949 | |
| 5 | WSO |
Watsco Inc
This page
|
1 | $416 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
1 | $338 | |
| 7 | POOL |
Pool Corp
|
1 | $214 | |
| 8 | CNM |
Core & Main, Inc.
|
4 | $193 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416 | 1 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $727 | 2 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $673 | 2 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $808 | 2 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $883 | 2 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||