Position in AAON
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$623,263
-$39,564 QoQ
Shares Held
4,913
-38.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#267
of 470 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAON Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Callan Family Office, LLC holds $37,986,148 across 13 Building Products & Equipment names. AAON ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
121,308 | $17,724,311 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
92,431 | $6,779,813 | |
| 3 | TT |
Trane Technologies plc
|
5,786 | $2,841,851 | |
| 4 | CSL |
Carlisle Companies Inc
|
7,136 | $2,588,584 | |
| 5 | LII |
Lennox International Inc
|
3,825 | $2,191,533 | |
| 6 | AWI |
Armstrong World Industries Inc
|
11,948 | $1,916,698 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
19,765 | $1,554,714 | |
| 8 | AAON |
Aaon, Inc.
This page
|
4,913 | $623,263 |
All Filings in AAON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,263 | 4,913 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $662,827 | 8,010 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $318,572 | 4,178 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $438,738 | 5,949 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $259,013 | 2,201 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||