v3.26.1
SCHEDULE H LINE 4(i) - SCHEDULE OF ASSETS (HELD AT END OF YEAR)
 12 Months Ended
Dec. 31, 2025
EBP 003  
EBP, Schedule of Asset Held for Investment [Line Items]  
SCHEDULE H LINE 4(i) - SCHEDULE OF ASSETS (HELD AT END OF YEAR)
APPLIED INDUSTRIAL TECHNOLOGIES, INC.
RETIREMENT SAVINGS PLAN

Employer ID Number: 34-0117420
Plan Number: 003

SCHEDULE H LINE 4(i) - SCHEDULE OF ASSETS (HELD AT END OF YEAR)
December 31, 2025
(a)(b)(c)(d)(e)
Identity of Issuer, Borrower,Current
Lessor or Similar PartyDescription of InvestmentCostValue
*Applied Industrial Technologies, Inc. Stock:
Applied Industrial Technologies, Inc.Common Stock**$160,889,571 
Common/Collective Trust Funds
Stable Principal Fund
   Vanguard Fiduciary Trust Mutual Fund**62,172,358 
Fixed Income Funds
Bond Fund
   Baird Aggregate Bond Institutional FundMutual Fund**8,939,252 
   American Funds Bond Fund of America R6 FundMutual Fund**8,923,141 
   John Hancock Investment Grade Bond R6 FundMutual Fund **8,919,618 
         Total Fixed Income Funds26,782,011 
Mutual Funds - Equity
Large Value Stock Fund
   Vanguard Value Index Institutional FundMutual Fund **8,423,844 
   Putnam Large Cap Value R6 FundMutual Fund**6,313,802 
   JP Morgan US Value R6 FundMutual Fund**6,308,056 
Large Core Stock Fund
   Columbia Large Cap Enhanced Core I3 FundMutual Fund**13,382,224 
   T. Rowe Price U.S. Equity Research FundMutual Fund **13,374,177 
   Vanguard Growth & Income Admiral FundMutual Fund**13,364,537 
   Vanguard Institutional Index Institutional FundMutual Fund**20,675,682 
Large Growth Stock Fund
   Harbor Capital Appreciation Retirement FundMutual Fund**25,531,718 
   JP Morgan Growth Advantage R6 FundMutual Fund**25,506,720 
   Vanguard Growth Index Institutional FundMutual Fund **34,025,288 
Mid Cap Value Stock Fund
   John Hancock Disciplined Value Mid Cap R6 FundMutual Fund **2,605,949 
   Vanguard Mid-Cap Value Index Admiral FundMutual Fund**4,360,554 
   MFS Mid Cap Value R6 FundMutual Fund**1,741,046 
Mid Cap Core Stock Fund
   Vanguard Mid Cap Index Institutional FundMutual Fund**3,174,119 
   Vanguard Strategic Equity Inv FundMutual Fund **1,981,014 
   Fidelity Mid Cap Stock K FundMutual Fund **790,697 
   MFS Blended Research Mid Cap Equity R6 FundMutual Fund **1,189,570 
   Madison Mid Cap R6 FundMutual Fund **817,990 
APPLIED INDUSTRIAL TECHNOLOGIES, INC.
RETIREMENT SAVINGS PLAN

Employer ID Number: 34-0117420
Plan Number: 003

SCHEDULE H LINE 4(i) - SCHEDULE OF ASSETS (HELD AT END OF YEAR)
December 31, 2025

(a)(b)(c)(d)(e)
Identity of Issuer, Borrower,Current
Lessor or Similar PartyDescription of InvestmentCostValue
Mid Cap Growth Stock Fund
   T. Rowe Price Instl Mid-Cap Equity Growth FundMutual Fund**10,177,423 
   Fidelity Mid Cap Growth Index FundMutual Fund**11,407,170 
   ClearBridge Select IS FundMutual Fund**3,810,071 
Small Cap Value Stock Fund
   PIMCO RAE US Small Institutional FundMutual Fund **1,582,340 
   Vanguard Small-Cap Value Index Admiral FundMutual Fund**3,799,705 
   Applied Finance Explorer Institutional FundMutual Fund**946,372 
Small Cap Core Stock Fund
   Vanguard Small Cap Index Institutional FundMutual Fund **1,214,869 
   Touchstone Small Company R6 FundMutual Fund **910,030 
   Thrivent Small Cap Stock S FundMutual Fund **907,782 
Small Cap Growth Stock Fund
   Vanguard Russell 2000 Growth Index Instl FundMutual Fund**4,016,247 
   American Century Small Cap Growth R6 FundMutual Fund**4,676,919 
   Putnam Small Cap Growth R6 FundMutual Fund **4,686,845 
Foreign Stock Fund
   Mercer Non US Core Equity FundMutual Fund**9,468,027 
   Vanguard Total International Stock Index Institutional FundMutual Fund**9,495,640 
   MFS International Equity R6 FundMutual Fund**6,316,014 
   Nuveen Social Choice International Equity R6 FundMutual Fund**6,313,665 
Vanguard Treasury Money Market FundMutual Fund**2,536 
Vanguard Cash Reserve Money Market Admiral FundMutual Fund**269,388 
Vanguard Growth Index Institutional FundMutual Fund**36,030,994 
Vanguard Institutional Index Institutional FundMutual Fund**30,295,388 
Vanguard Mid Cap Index Institutional FundMutual Fund **7,368,965 
Vanguard Small Cap Index Admiral FundMutual Fund **6,484,765 
Vanguard Value Index Institutional FundMutual Fund **8,544,852 
Vanguard Total International Stock Index Institutional FundMutual Fund**8,947,448 
         Total Mutual Funds - Equity361,240,442 
Retirement-Year Based Funds
Vanguard Target Retirement Income FundMutual Fund **6,088,935 
Vanguard Target Retirement 2020 FundMutual Fund **12,070,927 
Vanguard Target Retirement 2025 FundMutual Fund **30,463,789 
Vanguard Target Retirement 2030 FundMutual Fund **65,579,924 
Vanguard Target Retirement 2035 FundMutual Fund**54,431,173 
Vanguard Target Retirement 2040 FundMutual Fund **34,910,260 
Vanguard Target Retirement 2045 FundMutual Fund**33,970,632 
APPLIED INDUSTRIAL TECHNOLOGIES, INC.
RETIREMENT SAVINGS PLAN

Employer ID Number: 34-0117420
Plan Number: 003

SCHEDULE H LINE 4(i) - SCHEDULE OF ASSETS (HELD AT END OF YEAR)
December 31, 2025

(a)(b)(c)(d)(e)
Identity of Issuer, Borrower,Current
Lessor or Similar PartyDescription of InvestmentCostValue
Vanguard Target Retirement 2050 FundMutual Fund **31,187,605 
Vanguard Target Retirement 2055 FundMutual Fund **22,469,387 
Vanguard Target Retirement 2060 FundMutual Fund **11,567,977 
Vanguard Target Retirement 2065 FundMutual Fund **5,764,398 
Vanguard Target Retirement 2070 FundMutual Fund **720,882 
         Total Retirement-Year Based Funds309,225,889 
Balanced Funds
Vanguard Wellesley Income Admiral FundMutual Fund **1,963,361 
T. Rowe Price Spectrum Conservative Allocation FundMutual Fund **1,312,280 
Hartford Balanced Income R6 FundMutual Fund **1,980,374 
Nuveen Lifestyle Conservative R6 FundMutual Fund **1,311,581 
         Total Balanced Funds6,567,596 
Total Investments926,877,867 
Notes Receivable From Participants
*
Participant notes receivable (with interest rates ranging from 4.25% to 10.50% and maturity dates ranging from January 2026 to September 2035)
-9,029,950 
Total$935,907,817 
*Represents a party-in-interest
**Indicates a participant-directed fund. The cost disclosure is not required.