Position in AOS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,907,634
+$4,106,385 QoQ
Shares Held
173,910
+68.6% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 610 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $761,520,397 across 51 Specialty Industrial Machinery names. AOS ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
111,352 | $130,823,009 | |
| 2 | ETN |
Eaton Corp plc
|
246,115 | $104,874,523 | |
| 3 | CMI |
Cummins Inc
|
91,743 | $65,432,025 | |
| 4 | DOV |
DOVER Corp
|
258,125 | $57,892,274 | |
| 5 | PH |
Parker-Hannifin Corp
|
52,933 | $51,774,825 | |
| 6 | EMR |
Emerson Electric Co
|
291,203 | $41,685,709 | |
| 7 | ITW |
Illinois Tool Works Inc
|
104,594 | $28,289,538 | |
| 8 | ROK |
Rockwell Automation, Inc
|
48,141 | $23,833,646 |
All Filings in AOS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,907,634 | 173,910 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,801,249 | 103,143 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,379,760 | 80,439 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,856,878 | 66,161 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,501,896 | 53,407 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,617,806 | 55,352 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,680,883 | 53,964 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,835,009 | 53,824 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,914,485 | 60,094 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,860,613 | 65,511 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,468,407 | 78,462 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,928,536 | 74,528 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,197,667 | 16,456 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,115,389 | 16,130 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $913,035 | 15,951 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $684,492 | 14,090 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $702,856 | 12,854 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $320,536 | 5,017 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,726 | 5,355 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $283,364 | 4,640 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $344,879 | 4,786 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $301,811 | 4,464 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $214,072 | 3,905 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||