Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership1,741 shares
Latest Disclosed Value $ 461,922
CWM Advisors, LLC reports 36.76% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,741 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $461,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,273 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 36.76% during the quarter. The current value of the position is $549,077 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,741 468 36.76 462 41.41 0.0927
2026-04-23 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,286 13 341 0.0281
2026-02-17 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,273 73 6.08 327 4.15 0.0294
2025-10-15 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,200 -1,691 -58.49 313 -53.42 0.0305
2025-07-24 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,891 -23 -0.79 672 2.44 0.0732
2025-06-03 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,914 157 5.69 657 -0.61 0.0780
2025-01-17 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,757 -384 -12.23 660 -5.71 0.0739
2024-10-10 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,141 -44 -1.38 701 13.45 0.0717
2024-08-12 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,185 -887 -21.78 618 -23.26 0.0712
2024-05-07 2024-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,072 -734 -15.27 804 -3.02 0.0823
2024-02-12 2023-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,806 2,827 142.85 830 171.80 0.0913
2023-10-26 2023-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,979 -195 -8.97 306 -2.87 0.0391
2023-07-31 2023-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,174 240 12.41 315 14.60 0.0381
2023-04-24 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,934 50 2.65 275 15.61 0.0350
2023-01-26 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,884 -144 -7.10 237 13.94 0.0305
2022-11-07 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,028 -195 -8.77 208 -2.80 0.0294
2022-08-10 2022-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,223 -96 -4.14 214 -10.08 0.0284
2022-04-21 2022-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,319 -655 -22.02 238 -21.97 0.0275
2022-02-14 2021-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,974 -240 -7.47 305 5.17 0.0350
2021-11-09 2021-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,214 3,214 290 0.0367
2020-11-16 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 0 -4,946 -100.00 0 -100.00
2020-08-12 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,946 -884 -15.16 309 15.73 0.1067
2020-05-08 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,830 2,552 77.85 267 21.92 0.1067
2020-01-24 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,278 -841 -20.42 219 -6.41 0.0785
2019-11-13 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,119 512 14.19 234 5.41 0.0892
2019-07-16 2019-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,607 3,607 222 0.0934
2019-02-22 2018-03-31 13F/A-1 Applied Industrial Technologies COM 03820C105 0 -1,629 -100.00 0 -100.00
2019-02-21 2017-12-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,629 1,629 111 0.0944
2018-02-15 2017-12-31 13F Applied Industrial Technologies COM 03820C105 1,629 111
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.