Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionHarfst & Associates, Inc.
Latest Disclosed Ownership10,113 shares
Latest Disclosed Value $ 2,683,276
Harfst & Associates, Inc. reports 2.47% increase in ownership of AIT / Applied Industrial Technologies, Inc.

On May 12, 2026 - Harfst & Associates, Inc. filed a 13F-HR form disclosing ownership of 10,113 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $2,683,181 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,869 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 2.47% during the quarter. The current value of the position is $3,172,145 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)
2026-05-12 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,113 244 2.47 2,683 5.92 0.4790
2026-02-10 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,869 -298 -2.93 2,534 -4.52 0.4569
2025-10-23 2025-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,167 56 0.55 2,654 12.89 0.4895
2025-08-13 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 10,111 -2,877 -22.15 2,350 -19.69 0.4847
2025-05-13 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 12,988 -647 -4.75 2,927 -10.38 0.6764
2025-02-05 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 13,635 3,731 37.67 3,265 47.80 0.6802
2024-10-18 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,904 1,863 23.17 2,210 41.69 0.4964
2024-08-01 2024-06-30 13F APPLIED INDL TECHNOLOGIES IN COM 03820C105 8,041 284 3.66 1,560 1.76 0.3636
2024-08-01 2024-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,757 7,757 1,532 0.3638
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.