HBK Sorce Advisory LLC

Position in AAON — Aaon, Inc.

CIK 1379995 ERIE, PA

Position in AAON

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$311,695

+$108,958 QoQ

Shares Held

2,457

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#334

of 474 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $3,282,486 across 5 Building Products & Equipment names. AAON ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,527	$1,241,161
2	CARR	CARRIER GLOBAL Corp	14,742	$1,081,325
3	JCI	Johnson Controls International plc	3,267	$477,341
4	AAON	Aaon, Inc. This page	2,457	$311,695
5	AIRJ	AirJoule Technologies Corp.	30,860	$170,964

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,695	2,457	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$202,737	2,450	-1.6%	Shares	Sole	2026-05-11
2025-12-31	$189,786	2,489	-0.6%	Shares	Sole	2026-02-09
2025-09-30	$234,067	2,505	-4.2%	Shares	Sole	2025-10-16
2025-03-31	$204,309	2,615	-10.3%	Shares	Sole	2025-04-23
2024-12-31	$343,154	2,916	-4.4%	Shares	Sole	2025-02-10
2024-09-30	$328,804	3,049	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$265,907	3,048	-2.8%	Shares	Sole	2024-08-08
2024-03-31	$276,193	3,135	-3.3%	Shares	Sole	2024-05-09
2023-12-31	$239,560	3,243	+49.2%	Shares	Sole	2024-01-25
2023-06-30	$206,022	2,173	-0.7%	Shares	Sole	2023-08-04
2023-03-31	$211,557	2,188	-54.2%	Shares	Sole	2023-08-15
2022-12-31	$359,728	4,776	-10.3%	Shares	Sole	2023-02-09
2022-09-30	$286,749	5,322	+6.6%	Shares	Sole	2022-11-14
2022-06-30	$273,362	4,992	+43.0%	Shares	Sole	2022-08-15
2021-12-31	$277,289	3,491	-0.1%	Shares	Sole	2022-02-15
2021-09-30	$228,297	3,494	-1.3%	Shares	Sole	2021-11-15
2021-06-30	$221,631	3,541	-8.4%	Shares	Sole	2021-08-12
2021-03-31	$270,658	3,866	+1.6%	Shares	Sole	2021-05-14
2020-12-31	$253,460	3,804	-30.7%	Shares	Sole	2021-02-12
2020-09-30	$330,652	5,488	+14.9%	Shares	Sole	2020-11-13
2020-06-30	$259,343	4,777	-6.6%	Shares	Sole	2020-08-14
2020-03-31	$247,156	5,115	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.