Position in AAON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,603
New position
Shares Held
123
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#404
of 470 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Downshift Financial, LLC holds $62,952 across 8 Building Products & Equipment names. AAON ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
305 | $22,371 | |
| 2 | AAON |
Aaon, Inc.
This page
|
123 | $15,603 | |
| 3 | TT |
Trane Technologies plc
|
22 | $10,805 | |
| 4 | MAS |
Masco Corp /De/
|
87 | $7,079 | |
| 5 | OC |
Owens Corning
|
36 | $5,722 | |
| 6 | LII |
Lennox International Inc
|
1 | $572 | |
| 7 | JCI |
Johnson Controls International plc
|
3 | $438 | |
| 8 | CSL |
Carlisle Companies Inc
|
1 | $362 |
All Filings in AAON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,603 | 123 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||