Position in AAON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$304,590
+$81,456 QoQ
Shares Held
2,401
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 470 holders
Holding Since
Mar 2024
7 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, 2026Prime Capital Investment Advisors, LLC holds $6,187,673 across 6 Building Products & Equipment names. AAON ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
16,305 | $2,382,323 | |
| 2 | TT |
Trane Technologies plc
|
2,957 | $1,452,360 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
14,494 | $1,063,134 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
|
4,723 | $741,322 | |
| 5 | AAON |
Aaon, Inc.
This page
|
2,401 | $304,590 | |
| 6 | SPXC |
SPX Technologies, Inc.
|
995 | $243,944 |
All Filings in AAON
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,590 | 2,401 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $223,134 | 2,388 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $218,295 | 2,794 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $282,432 | 2,400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $258,276 | 2,395 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $207,543 | 2,379 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $243,508 | 2,764 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||