Applied Industrial Technologies, Inc.
US ˙ NYSE ˙ US03820C1053

SecurityAIT / Applied Industrial Technologies, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership733 shares
Latest Disclosed Value $ 194,480
IFP Advisors, Inc reports 1.61% decrease in ownership of AIT / Applied Industrial Technologies, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 733 shares of Applied Industrial Technologies, Inc. (US:AIT) valued at $194,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 745 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of -1.61% during the quarter. The current value of the position is $229,715 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)
2026-04-13 2026-03-31 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 733 -12 -1.61 194 1.57 0.0040
2026-02-06 2025-12-31 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 745 -99 -11.73 191 -13.18 0.0043
2026-02-06 2025-09-30 13F/A-1 APPLIED INDL TECHNOLOGIES INCOM cs 03820C105 844 -123 -12.72 220 -15.38 0.0057
2025-12-02 2025-09-30 13F APPLIED INDL TECHNOLOGIES INCOM cs 03820C105 797 -170 233 0.0060
2025-07-24 2025-06-30 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 967 -77 -7.38 261 10.64 0.0074
2025-05-05 2025-03-31 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 1,044 605 137.81 235 123.81 0.0073
2025-02-04 2024-12-31 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 439 24 5.78 105 14.13 0.0034
2025-02-04 2024-09-30 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 415 415 93 0.0033
2023-04-18 2023-03-31 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 0 -69 -100.00 0 0.0000
2023-02-07 2022-12-31 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 69 -2 -2.82 0 -100.00 0.0005
2022-11-08 2022-09-30 13F APPLIED INDL TECHNOLOGIES IN cs 03820C105 71 0 0.00 20 0.00 0.0005
2022-09-06 2022-06-30 13F/A-1 APPLIED INDL TECHNOLOGIES IN cs 03820C105 71 0 0.00 20 0.00 0.0006
2022-09-06 2022-03-31 13F/A-1 APPLIED INDL TECHNOLOGIES IN cs 03820C105 71 71 20 0.0006
2021-07-13 2021-06-30 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 0 0 0 0.0000
2021-04-30 2021-03-31 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 0 0 0 0.0000
2021-01-25 2020-12-31 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 0 0 0 0.0000
2020-10-29 2020-09-30 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 0 0 0 0.0000
2020-08-05 2020-06-30 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 0 -12 -100.00 0 -100.00
2020-05-12 2020-03-31 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 12 0 0.00 1 0.00 0.0001
2020-01-17 2019-12-31 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 12 -67 -84.81 1 -80.00 0.0001
2019-11-07 2019-09-30 13F APPLIED INDL TECHNOLOGIES IN COM Stock 03820C105 79 12 17.91 5 25.00 0.0003
2019-05-15 2019-03-31 13F APPLIED INDUSTRIAL TECHINC Stock 03820C105 67 0 0.00 4 0.00 0.0005
2019-06-03 2018-12-31 13F/A-10 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 67 -84 -55.63 4 -66.67 0.0002
2019-01-23 2018-12-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 67 -84 4 0.0002
2019-06-03 2018-09-30 13F/A-9 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 151 -4 -2.58 12 9.09 0.0005
2018-10-25 2018-09-30 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 151 -4 12 0.0005
2019-06-03 2018-06-30 13F/A-8 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 0.00 11 0.00 0.0005
2018-08-07 2018-06-30 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 11
2019-06-03 2018-03-31 13F/A-7 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 0.00 11 0.00 0.0005
2018-05-09 2018-03-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 11
2019-06-03 2017-12-31 13F/A-6 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 0.00 11 10.00 0.0005
2018-01-24 2017-12-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 11
2017-10-30 2017-09-30 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 0.00 10 11.11 0.0004
2019-06-03 2017-06-30 13F/A-5 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 0.00 9 -10.00 0.0004
2017-07-31 2017-06-30 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 9
2019-06-03 2017-03-31 13F/A-4 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 0.00 10 11.11 0.0004
2017-04-26 2017-03-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 0 10
2019-06-03 2016-12-31 13F/A-3 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 -8 -4.91 9 12.50 0.0004
2017-02-14 2016-12-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 155 -8 9
2016-11-04 2016-09-30 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 163 84 106.33 8 100.00 0.0004
2019-06-03 2016-06-30 13F/A-2 APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 79 12 17.91 4 0.00 0.0002
2016-08-22 2016-06-30 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 79 12 4
2019-06-03 2016-03-31 13F/A-1 APPLIED INDUSTRIAL TECHINC Stock 03820C105 67 0 0.00 4 33.33 0.0005
2016-05-02 2016-03-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 79 12 3
2016-02-11 2015-12-31 13F APPLIED INDL TECHNOLOGIES INC COM Stock 03820C105 67 67 3 0.0002
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.