Position in AAON
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$18,998,680
+$5,755,370 QoQ
Shares Held
149,761
-6.4% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
3.37%
of 13F equity value
Holder Rank
#74
of 470 holders
Holding Since
Mar 2020
26 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, 2026Allied Investment Advisors, LLC holds $19,296,135 across 2 Building Products & Equipment names. AAON ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
This page
|
149,761 | $18,998,680 | |
| 2 | CSL |
Carlisle Companies Inc
|
820 | $297,455 |
All Filings in AAON
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,998,680 | 149,761 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,243,310 | 160,040 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,785,352 | 154,562 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,562,042 | 198,652 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,920,070 | 242,984 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,017,061 | 115,411 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $14,590,319 | 123,983 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,981,672 | 148,198 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $10,485,550 | 120,192 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,916,110 | 33,100 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,445,097 | 33,100 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,924,878 | 33,847 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,139,388 | 22,565 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,221,452 | 22,975 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,730,475 | 22,975 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,252,979 | 23,255 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,273,444 | 23,255 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,312,718 | 23,555 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,870,972 | 23,555 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,547,577 | 23,685 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,551,920 | 24,795 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,742,897 | 24,895 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,658,753 | 24,895 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,499,924 | 24,895 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,351,548 | 24,895 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,202,925 | 24,895 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||