Position in AOS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$447,695
-$22,984 QoQ
Shares Held
7,138
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#354
of 610 holders
Holding Since
Jun 2021
8 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, 2026AdvisorShares Investments LLC holds $4,034,436 across 7 Specialty Industrial Machinery names. AOS ranks #7 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
616 | $723,713 | |
| 2 | GNRC |
Generac Holdings Inc.
|
2,392 | $700,401 | |
| 3 | AME |
Ametek Inc/
|
2,406 | $582,107 | |
| 4 | PH |
Parker-Hannifin Corp
|
556 | $543,834 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,941 | $524,982 | |
| 6 | FLS |
Flowserve Corp
|
6,900 | $511,704 | |
| 7 | AOS |
Smith A O Corp
This page
|
7,138 | $447,695 |
All Filings in AOS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,695 | 7,138 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $470,679 | 7,138 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $477,389 | 7,138 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $483,551 | 6,587 | Shares | Sole | 2025-11-05 | |
| 2023-09-30 | $389,902 | 5,896 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $439,008 | 6,032 | Shares | Sole | 2023-08-09 | |
| 2021-09-30 | $1,789,900 | 29,309 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,032,740 | 28,209 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||