Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$273,374
+$34,728 QoQ
Shares Held
656
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#548
of 782 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $3,146,056 across 17 Industrial Distribution names. WSO ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
878 | $1,194,431 | |
| 2 | FAST |
Fastenal Co
|
18,105 | $869,583 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,821 | $432,177 | |
| 4 | WSO |
Watsco Inc
This page
|
656 | $273,374 | |
| 5 | WCC |
Wesco International Inc
|
498 | $172,024 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
169 | $57,147 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
327 | $55,177 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
2,115 | $45,779 |
All Filings in WSO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,374 | 656 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $238,646 | 656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,855 | 421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $191,638 | 474 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $89,648 | 203 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $96,068 | 189 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $61,605 | 130 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $56,566 | 115 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,478 | 55 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $47,948 | 111 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $31,278 | 73 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||