Position in AOS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,620,299
+$129,008 QoQ
Shares Held
137,441
+6.7% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#101
of 605 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026&PARTNERS holds $331,059,015 across 41 Specialty Industrial Machinery names. AOS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
183,176 | $78,054,957 | |
| 2 | EMR |
Emerson Electric Co
|
325,936 | $46,657,738 | |
| 3 | GEV |
GE Vernova Inc.
|
35,193 | $41,346,847 | |
| 4 | ITW |
Illinois Tool Works Inc
|
147,720 | $39,953,828 | |
| 5 | PH |
Parker-Hannifin Corp
|
33,751 | $33,012,528 | |
| 6 | CMI |
Cummins Inc
|
19,292 | $13,759,247 | |
| 7 | AOS |
Smith A O Corp
This page
|
137,441 | $8,620,299 | |
| 8 | DOV |
DOVER Corp
|
32,381 | $7,262,410 |
All Filings in AOS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,620,299 | 137,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,491,291 | 128,773 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,525,738 | 112,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,499,096 | 34,043 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,199,152 | 33,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,626,483 | 24,885 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,468,493 | 21,529 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||