Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,480,803
+$3,139,064 QoQ
Shares Held
58,745
+0.1% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#82
of 780 holders
Holding Since
Dec 2020
18 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, 2026JONES FINANCIAL COMPANIES LLLP holds $174,552,829 across 19 Industrial Distribution names. WSO ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
180,092 | $62,209,179 | |
| 2 | WSO |
Watsco Inc
This page
|
58,745 | $24,480,803 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
96,108 | $22,809,311 | |
| 4 | FAST |
Fastenal Co
|
406,773 | $19,537,306 | |
| 5 | POOL |
Pool Corp
|
79,799 | $17,148,804 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
100,885 | $11,542,252 | |
| 7 | GWW |
W.W. Grainger, Inc.
|
3,449 | $4,692,019 | |
| 8 | QXO |
QXO, Inc.
|
202,209 | $3,494,171 |
All Filings in WSO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,480,803 | 58,745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,341,739 | 58,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $759,148 | 2,253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,075,032 | 2,659 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,390,219 | 3,148 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,013,041 | 1,993 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $558,242 | 1,178 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $320,213 | 651 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $170,935 | 369 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $56,587 | 131 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,140 | 19 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $1,995 | 8 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $9,748 | 32 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,331 | 49 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,966 | 49 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,045 | 49 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,822 | 30 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,796 | 30 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||