Position in AAON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$87,533
+$2,797 QoQ
Shares Held
690
-32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#382
of 470 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $465,873 across 8 Building Products & Equipment names. AAON ranks #4 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OC |
Owens Corning
|
800 | $127,168 | |
| 2 | JCI |
Johnson Controls International plc
|
774 | $113,089 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
1,371 | $100,562 | |
| 4 | AAON |
Aaon, Inc.
This page
|
690 | $87,533 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
500 | $27,450 | |
| 6 | LII |
Lennox International Inc
|
7 | $4,010 | |
| 7 | MAS |
Masco Corp /De/
|
47 | $3,824 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
25 | $2,237 |
All Filings in AAON
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,533 | 690 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $84,736 | 1,024 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $44,911 | 589 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $7,578 | 97 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||