Position in AAON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$328,186
+$323,635 QoQ
Shares Held
2,587
+4603.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#327
of 470 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Larson Financial Group LLC holds $5,965,979 across 21 Building Products & Equipment names. AAON ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
17,972 | $1,462,381 | |
| 2 | TT |
Trane Technologies plc
|
2,527 | $1,241,161 | |
| 3 | JCI |
Johnson Controls International plc
|
7,477 | $1,092,464 | |
| 4 | CSL |
Carlisle Companies Inc
|
1,606 | $582,576 | |
| 5 | LII |
Lennox International Inc
|
843 | $482,996 | |
| 6 | AAON |
Aaon, Inc.
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|
2,587 | $328,186 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
3,403 | $249,610 | |
| 8 | TREX |
Trex Co Inc
|
2,668 | $133,506 |
All Filings in AAON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,186 | 2,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,551 | 55 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $533 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $654 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $295 | 4 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,266 | 93 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,176 | 10 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $862 | 8 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $697 | 8 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||