Position in WSO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$243,786
-$256,921 QoQ
Shares Held
585
-60.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#568
of 780 holders
Holding Since
Jun 2024
8 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, 2026Compound Planning, Inc. holds $4,122,542 across 7 Industrial Distribution names. WSO ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
21,271 | $1,021,645 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
741 | $1,008,056 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
3,154 | $748,538 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
1,271 | $429,788 | |
| 5 | WCC |
Wesco International Inc
|
1,072 | $370,300 | |
| 6 | POOL |
Pool Corp
|
1,398 | $300,429 | |
| 7 | WSO |
Watsco Inc
This page
|
585 | $243,786 |
All Filings in WSO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,786 | 585 | Shares | Other | 2026-08-04 | |
| 2025-12-31 | $500,707 | 1,486 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $700,247 | 1,732 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $797,565 | 1,806 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $875,292 | 1,722 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $741,637 | 1,565 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $478,599 | 973 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $219,112 | 473 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||