Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$337,551
+$42,882 QoQ
Shares Held
810
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#515
of 780 holders
Holding Since
Jun 2024
9 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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $361,662 across 2 Industrial Distribution names. WSO ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
810 | $337,551 | |
| 2 | FAST |
Fastenal Co
|
502 | $24,111 |
All Filings in WSO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,551 | 810 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $294,669 | 810 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $272,929 | 810 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $327,483 | 810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $357,712 | 810 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $411,723 | 810 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $419,392 | 885 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $49,188 | 100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,324 | 100 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||