Position in WSO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,000
+$4,637 QoQ
Shares Held
12
+1100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#721
of 780 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Bare Financial Services, Inc holds $84,659 across 13 Industrial Distribution names. WSO ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REZI |
Resideo Technologies, Inc.
|
789 | $17,073 | |
| 2 | FAST |
Fastenal Co
|
258 | $12,390 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
9 | $12,243 | |
| 4 | WCC |
Wesco International Inc
|
28 | $9,672 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
27 | $9,129 | |
| 6 | POOL |
Pool Corp
|
41 | $8,810 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
59 | $7,017 | |
| 8 | WSO |
Watsco Inc
This page
|
12 | $5,000 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,000 | 12 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $363 | 1 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $404 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,091 | 7 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,016 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||