PATTEN & PATTEN INC/TN

Position in AOS — Smith A O Corp

CIK 1044905 CHATTANOOGA, TN

Position in AOS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,105,987

-$499,005 QoQ

Shares Held

113,297

-1.8% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#112

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $23,675,904 across 9 Specialty Industrial Machinery names. AOS ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,392	$7,509,705
2	AOS	Smith A O Corp This page	113,297	$7,105,987
3	ETN	Eaton Corp plc	9,161	$3,903,685
4	XYL	Xylem Inc.	14,980	$1,770,785
5	EMR	Emerson Electric Co	8,756	$1,253,421
6	GNRC	Generac Holdings Inc.	2,985	$874,037
7	DOV	DOVER Corp	3,450	$773,766
8	OTIS	Otis Worldwide Corp	3,915	$280,314

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,105,987	113,297	-1.8%	Shares	Sole	2026-08-05
2026-03-31	$7,604,992	115,332	-3.4%	Shares	Sole	2026-05-01
2025-12-31	$7,985,940	119,407	-8.2%	Shares	Sole	2026-02-03
2025-09-30	$9,551,521	130,112	-4.6%	Shares	Sole	2025-10-31
2025-06-30	$8,945,977	136,434	-26.5%	Shares	Sole	2025-07-28
2025-03-31	$12,127,940	185,556	-2.6%	Shares	Sole	2025-05-07
2024-12-31	$12,988,957	190,426	-5.4%	Shares	Sole	2025-02-10
2024-09-30	$18,084,126	201,315	-2.1%	Shares	Sole	2024-11-04
2024-06-30	$16,814,949	205,612	-2.5%	Shares	Sole	2024-08-13
2024-03-31	$18,869,082	210,922	+1.8%	Shares	Sole	2024-05-10
2023-12-31	$17,087,503	207,272	-6.4%	Shares	Sole	2024-01-23
2023-09-30	$14,642,372	221,418	-0.3%	Shares	Sole	2023-10-27
2023-06-30	$16,160,435	222,045	-1.7%	Shares	Sole	2023-07-14
2023-03-31	$15,620,155	225,888	-0.6%	Shares	Sole	2023-04-25
2022-12-31	$13,001,894	227,147	-2.0%	Shares	Sole	2023-02-01
2022-09-30	$11,262,495	231,834	-2.3%	Shares	Sole	2022-10-19
2022-06-30	$12,971,791	237,231	-2.6%	Shares	Sole	2022-08-02
2022-03-31	$15,569,226	243,688	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$21,005,520	244,677	-2.8%	Shares	Sole	2022-01-26
2021-09-30	$15,380,113	251,844	-0.9%	Shares	Sole	2021-10-22
2021-06-30	$18,319,309	254,223	+0.3%	Shares	Sole	2021-07-13
2021-03-31	$17,138,796	253,495	-0.2%	Shares	Sole	2021-04-23
2020-12-31	$13,925,047	254,014	-0.5%	Shares	Sole	2021-01-19
2020-09-30	$13,477,094	255,248	-1.0%	Shares	Sole	2020-10-08
2020-06-30	$12,148,619	257,823	-6.0%	Shares	Sole	2020-07-21
2020-03-31	$10,369,316	274,248	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.