Position in WSO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,917
+$2,554 QoQ
Shares Held
7
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 780 holders
Holding Since
Mar 2025
5 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, 2026HFM Investment Advisors, LLC holds $24,370 across 11 Industrial Distribution names. WSO ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
4 | $5,441 | |
| 2 | WCC |
Wesco International Inc
|
10 | $3,454 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
14 | $3,322 | |
| 4 | WSO |
Watsco Inc
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|
7 | $2,917 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
8 | $2,705 | |
| 6 | FAST |
Fastenal Co
|
53 | $2,545 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
8 | $951 | |
| 8 | POOL |
Pool Corp
|
4 | $859 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,917 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $363 | 1 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $404 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $883 | 2 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $508 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||