Applied Industrial Technologies (AIT)OP Asset Management Ltd added to its stake +25K shares

88K

Shares reported · +25K vs prior quarter

0.32%

Disclosed portfolio weight

$29.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 28, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 4, 2026Federal contract · $92K obligatedDepartment of Defense awarded APPLIED INDUSTRIAL TECHNOLOGIES INC: $92K obligated to date
2. Jun 18, 2026Insider · 4 days before an 8-KDirector sold ~$1.27M of AIT shares in the open market
3. Jun 22, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 22, 2026, the Corporate Governance & Sustainability Committee of the Board of Directors of Applied Industrial Technologies, Inc. (Applied) accepted the resignation as a director of Mary Dean Hall, to be effective as of the next annual meeting of Applied’s shareholders.”
4. Jul 13, 2026Federal contract · $105K obligatedDepartment of Transportation awarded APPLIED INDUSTRIAL TECHNOLOGIES INC: $105K obligated to date

What came next

1. Aug 11, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 11, 2026, Pamela J. Tomczik, age 52, was elected to the Board of Directors of Applied Industrial Technologies, Inc. (“Applied”), with a term expiring in October 2026.”
2. Aug 13, 2026Company filing · Form 8-K · ResultsReported its results
3. Aug 18, 2026InsiderCFO sold ~$643K of AIT shares in the open market
4. Aug 21, 2026Federal contract · $316K obligatedDepartment of Transportation awarded APPLIED INDUSTRIAL TECHNOLOGIES INC: $316K obligated to date
5. Aug 26, 2026InsiderDirector sold ~$648K of AIT shares in the open market
6. Aug 31, 2026Federal contract · $91K obligatedNational Aeronautics and Space Administration awarded APPLIED INDUSTRIAL TECHNOLOGIES INC: $91K obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Applied Industrial Technologies

For Applied Industrial Technologies, OQRO holds 2 insider filings (SEC Form 4 or Form 144), 13 fund holdings reports (13F) and 3 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AIT page.

How this filing works

• SEC Form 13F

Other disclosures at Applied Industrial Technologies

• USAspending.gov award recordAug 31, 2026
• SEC Form 4Aug 27, 2026
• USAspending.gov award recordAug 21, 2026
• SEC Form 4Aug 20, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its AIT page.