Position in AAON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,305
+$4,279 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 470 holders
Holding Since
Jun 2023
13 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, 2026Key Financial Inc holds $472,387 across 7 Building Products & Equipment names. AAON ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,576 | $188,949 | |
| 2 | OC |
Owens Corning
|
908 | $144,335 | |
| 3 | JCI |
Johnson Controls International plc
|
372 | $54,352 | |
| 4 | TT |
Trane Technologies plc
|
109 | $53,536 | |
| 5 | AAON |
Aaon, Inc.
This page
|
97 | $12,305 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
110 | $9,842 | |
| 7 | CSL |
Carlisle Companies Inc
|
25 | $9,068 |
All Filings in AAON
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,305 | 97 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,026 | 97 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,396 | 97 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,063 | 97 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,153 | 97 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,578 | 97 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,414 | 97 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,460 | 97 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,462 | 97 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,545 | 97 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,165 | 97 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,516 | 97 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,162 | 65 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||