Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,082
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#708
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $704,264 across 11 Industrial Distribution names. WSO ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
10,435 | $501,184 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
102 | $138,755 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
86 | $20,406 | |
| 4 | WCC |
Wesco International Inc
|
42 | $14,505 | |
| 5 | AIT |
Applied Industrial Technologies Inc
|
26 | $8,790 | |
| 6 | WSO |
Watsco Inc
This page
|
17 | $7,082 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
198 | $4,288 | |
| 8 | CNM |
Core & Main, Inc.
|
76 | $3,666 |
All Filings in WSO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,082 | 17 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||