Position in WSO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$220,866
+$8,049 QoQ
Shares Held
530
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#581
of 780 holders
Holding Since
Mar 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, 2026Hilltop National Bank holds $668,555 across 7 Industrial Distribution names. WSO ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
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|
530 | $220,866 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
1,174 | $134,317 | |
| 3 | POOL |
Pool Corp
|
560 | $120,344 | |
| 4 | FAST |
Fastenal Co
|
1,456 | $69,931 | |
| 5 | EVI |
Evi Industries, Inc.
|
4,090 | $60,450 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
205 | $48,652 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
647 | $13,995 |
All Filings in WSO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,866 | 530 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $212,817 | 585 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $152,975 | 454 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $183,552 | 454 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $187,246 | 424 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $152,118 | 321 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $171,174 | 348 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $168,156 | 363 | Shares | Defined | 2024-07-10 | |
| 2024-03-31 | $155,941 | 361 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||