Position in AAON
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,835,231
New position
Shares Held
30,232
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 24 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $395,699,262 across 10 Building Products & Equipment names. AAON ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
581,014 | $285,370,836 | |
| 2 | LII |
Lennox International Inc
|
70,252 | $40,250,883 | |
| 3 | JCI |
Johnson Controls International plc
|
253,605 | $37,054,225 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
223,575 | $16,399,225 | |
| 5 | LPX |
Louisiana-Pacific Corp
|
81,462 | $6,407,800 | |
| 6 | AWI |
Armstrong World Industries Inc
|
35,519 | $5,697,957 | |
| 7 | AAON |
Aaon, Inc.
This page
|
30,232 | $3,835,231 | |
| 8 | AIRJ |
AirJoule Technologies Corp.
|
68,889 | $381,645 |
All Filings in AAON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,835,231 | 30,232 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||