Excelsior Advisor Network LLC

Position in WSO — Watsco Inc

CIK 2110679 SCOTTSDALE, AZ

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,252,273

New position

Shares Held

3,005

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#330

of 780 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $4,532,229 across 3 Industrial Distribution names. WSO ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	63,503	$3,050,049
2	WSO	Watsco Inc This page	3,005	$1,252,273
3	GWW	W.W. Grainger, Inc.	169	$229,907

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,273	3,005	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.