Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$60,425
+$7,676 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#634
of 780 holders
Holding Since
Mar 2023
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $219,844 across 8 Industrial Distribution names. WSO ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
103 | $140,121 | |
| 2 | WSO |
Watsco Inc
This page
|
145 | $60,425 | |
| 3 | FAST |
Fastenal Co
|
122 | $5,859 | |
| 4 | CNM |
Core & Main, Inc.
|
120 | $5,790 | |
| 5 | WCC |
Wesco International Inc
|
14 | $4,836 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
6 | $2,028 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
2 | $474 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
14 | $311 |
All Filings in WSO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,425 | 145 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $52,749 | 145 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,857 | 145 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $58,623 | 145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,034 | 145 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $73,703 | 145 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $68,714 | 145 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,322 | 145 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $67,169 | 145 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,319 | 10 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,425 | 29 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,953 | 29 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,062 | 29 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,408 | 17 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||