Savvy Advisors, Inc.

Position in AAON — Aaon, Inc.

CIK 2003633 NEW YORK, NY

Position in AAON

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$621,106

+$222,003 QoQ

Shares Held

4,896

+1.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#268

of 470 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Savvy Advisors, Inc. holds $4,529,866 across 6 Building Products & Equipment names. AAON ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,443	$1,199,903
2	JCI	Johnson Controls International plc	6,781	$990,771
3	CARR	CARRIER GLOBAL Corp	12,232	$897,217
4	AAON	Aaon, Inc. This page	4,896	$621,106
5	MAS	Masco Corp /De/	5,972	$485,941
6	OC	Owens Corning	2,107	$334,928

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,106	4,896	+1.5%	Shares	Sole	2026-08-03
2026-03-31	$399,103	4,823	+2.8%	Shares	Sole	2026-05-11
2025-12-31	$357,612	4,690	0.0%	Shares	Sole	2026-01-20
2025-09-30	$438,233	4,690	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.