Position in AAON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$151,090
+$53,363 QoQ
Shares Held
1,191
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#372
of 470 holders
Holding Since
Jun 2021
19 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, 2026CVA Family Office, LLC holds $1,596,249 across 17 Building Products & Equipment names. AAON ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
947 | $465,128 | |
| 2 | JCI |
Johnson Controls International plc
|
2,800 | $409,108 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
2,758 | $202,299 | |
| 4 | OC |
Owens Corning
|
1,201 | $190,910 | |
| 5 | AAON |
Aaon, Inc.
This page
|
1,191 | $151,090 | |
| 6 | MAS |
Masco Corp /De/
|
498 | $40,522 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
337 | $30,154 | |
| 8 | CSL |
Carlisle Companies Inc
|
77 | $27,931 |
All Filings in AAON
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,090 | 1,191 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $97,727 | 1,181 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $85,628 | 1,123 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $104,933 | 1,123 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $82,821 | 1,123 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $87,739 | 1,123 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $132,154 | 1,123 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $121,104 | 1,123 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $97,970 | 1,123 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $98,936 | 1,123 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $82,956 | 1,123 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $71,012 | 749 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $72,420 | 749 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $56,414 | 749 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $40,356 | 749 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $41,015 | 749 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $41,741 | 749 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $59,493 | 749 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $46,879 | 749 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||