Position in AAON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,722,885
+$957,717 QoQ
Shares Held
13,581
+35.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#192
of 470 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $10,723,297 across 24 Building Products & Equipment names. AAON ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,044 | $2,968,571 | |
| 2 | JCI |
Johnson Controls International plc
|
19,520 | $2,852,067 | |
| 3 | AAON |
Aaon, Inc.
This page
|
13,581 | $1,722,885 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
17,289 | $1,268,148 | |
| 5 | MAS |
Masco Corp /De/
|
6,155 | $500,832 | |
| 6 | CSL |
Carlisle Companies Inc
|
1,088 | $394,672 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
1,180 | $289,300 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,507 | $236,538 |
All Filings in AAON
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,722,885 | 13,581 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $765,168 | 10,035 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $694,819 | 7,436 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $435,051 | 5,899 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $699,254 | 5,942 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $658,902 | 6,110 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $529,285 | 6,067 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $410,986 | 4,665 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $348,001 | 4,711 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $47,657 | 838 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $48,068 | 507 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $49,795 | 515 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $30,730 | 408 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,321 | 637 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $28,529 | 521 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $29,146 | 523 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||