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Applied Capital LLC/FL

Position in WSO — Watsco Inc

CIK 1965393 Hollywood, FL

Position in WSO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$3,040,045
+$386,197 QoQ
Shares Held
7,295
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#249
of 780 holders
Holding Since
Dec 2022
15 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, 2026

Applied Capital LLC/FL holds $5,981,285 across 3 Industrial Distribution names. WSO ranks #1 (50.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
7,295 $3,040,045

All Filings in WSO

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,040,045 7,295
2026-03-31 $2,653,848 7,295
2025-12-31 $2,495,451 7,406
2025-09-30 $2,827,269 6,993
2025-06-30 $3,072,350 6,957
2025-03-31 $3,505,745 6,897
2024-12-31 $3,271,262 6,903
2024-09-30 $3,408,728 6,930
2024-06-30 $3,235,731 6,985
2024-03-31 $2,980,593 6,900
2023-12-31 $2,803,907 6,544
2023-09-30 $2,601,357 6,887
2023-06-30 $2,648,164 6,942
2023-03-31 $2,173,032 6,830
2022-12-31 $1,642,049 6,584