Position in WSO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,167
+$1,985 QoQ
Shares Held
10
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#729
of 780 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $51,173 across 15 Industrial Distribution names. WSO ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
490 | $23,534 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
6 | $8,162 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
25 | $5,933 | |
| 4 | WSO |
Watsco Inc
This page
|
10 | $4,167 | |
| 5 | WCC |
Wesco International Inc
|
11 | $3,799 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
5 | $1,690 | |
| 7 | QXO |
QXO, Inc.
|
50 | $864 | |
| 8 | CNM |
Core & Main, Inc.
|
14 | $675 |
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,167 | 10 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,182 | 6 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,021 | 6 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,617 | 4 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,766 | 4 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,066 | 8 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||