Position in AAON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$829,918
+$282,362 QoQ
Shares Held
6,542
-1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 470 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Cresset Asset Management, LLC holds $15,323,953 across 10 Building Products & Equipment names. AAON ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
56,483 | $4,143,028 | |
| 2 | MAS |
Masco Corp /De/
|
50,350 | $4,096,979 | |
| 3 | TT |
Trane Technologies plc
|
5,591 | $2,746,075 | |
| 4 | JCI |
Johnson Controls International plc
|
11,702 | $1,709,779 | |
| 5 | AAON |
Aaon, Inc.
This page
|
6,542 | $829,918 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
12,795 | $702,445 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
1,348 | $330,489 | |
| 8 | CSL |
Carlisle Companies Inc
|
819 | $297,092 |
All Filings in AAON
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,918 | 6,542 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $547,556 | 6,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $514,687 | 6,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $628,477 | 6,726 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $436,526 | 5,919 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $949,357 | 12,151 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,411,453 | 11,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,234,120 | 11,444 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $755,672 | 8,662 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $800,036 | 9,081 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $673,989 | 9,124 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $526,843 | 9,264 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $588,675 | 6,209 | Shares | Defined | 2023-08-14 | |
| 2021-12-31 | $203,261 | 2,559 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $452,218 | 6,921 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $416,849 | 6,660 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $362,161 | 5,173 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $281,311 | 4,222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $220,093 | 3,653 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $210,916 | 3,885 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||