Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Applied Industrial Tech. (AIT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 1,565 <0.01 Reduce 92.60% <0.01 $232.45 $363,784 SEC
2025   Q1 21,160 0.01 Add 14.03% <0.01 $225.34 $4,768,214 SEC
2024   Q4 18,556 0.01 Add 14.51% <0.01 $239.47 $4,443,616 SEC
2024   Q3 16,204 0.01 Add 113.35% <0.01 $223.13 $3,615,568 SEC
2024   Q2 7,595 <0.01 Buy <0.01 $194.01 $1,473,488 SEC