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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

AIT holding history

Applied Industrial Technologies Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIT overviewAll 13F holders of AITFull Q2 2026 holdings

Shares (Q2 2026)
10,615
Value
$3.59M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of AIT by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,615$3.59M<0.1%+3,411+47.3%AddedHolders
Q1 20267,204$1.91M<0.1%+4,089+131.3%AddedHolders
Q4 20253,115$799.9K<0.1%+444+16.6%AddedHolders
Q3 20252,671$697.3K<0.1%+699+35.4%AddedHolders
Q2 20251,972$458.4K<0.1%+831+72.8%AddedHolders
Q1 20251,141$257.1K<0.1%+170+17.5%AddedHolders
Q4 2024971$232.5K<0.1%−46−4.5%ReducedHolders
Q3 20241,017$226.9K<0.1%+1,017NewHolders
Q1 20240$00.0%−5,333−100.0%Sold outHolders
Q4 20235,333$921.0K<0.1%−364−6.4%ReducedHolders
Q3 20235,697$880.8K<0.1%−1,207−17.5%ReducedHolders
Q2 20236,904$999.9K<0.1%+287+4.3%AddedHolders
Q1 20236,617$940.5K<0.1%+29+0.4%AddedHolders
Q4 20226,588$830.3K<0.1%−613−8.5%ReducedHolders
Q3 20227,201$740.0K<0.1%+3,797+111.5%AddedHolders
Q2 20223,404$327.0K<0.1%+97+2.9%AddedHolders
Q1 20223,307$339.0K<0.1%+1,034+45.5%AddedHolders
Q4 20212,273$233.0K<0.1%−672−22.8%ReducedHolders
Q3 20212,945$265.0K<0.1%+46+1.6%AddedHolders
Q2 20212,899$264.0K<0.1%−58−2.0%ReducedHolders
Q1 20212,957$270.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.