Position in AOS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$429,004
-$24,333 QoQ
Shares Held
6,840
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 605 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Gradient Investments LLC holds $94,756,236 across 9 Specialty Industrial Machinery names. AOS ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
116,294 | $49,555,199 | |
| 2 | ROK |
Rockwell Automation, Inc
|
43,711 | $21,640,441 | |
| 3 | ITW |
Illinois Tool Works Inc
|
62,088 | $16,792,941 | |
| 4 | DOV |
DOVER Corp
|
13,018 | $2,919,677 | |
| 5 | NDSN |
Nordson Corp
|
7,087 | $2,138,077 | |
| 6 | GTES |
Gates Industrial Corp Ltd.
|
30,828 | $862,259 | |
| 7 | AOS |
Smith A O Corp
This page
|
6,840 | $429,004 | |
| 8 | GEV |
GE Vernova Inc.
|
179 | $210,299 |
All Filings in AOS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,004 | 6,840 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $453,337 | 6,875 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $457,459 | 6,840 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $502,124 | 6,840 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $448,498 | 6,840 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $447,062 | 6,840 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $466,556 | 6,840 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $614,437 | 6,840 | Shares | Sole | 2024-10-15 | |
| 2023-12-31 | $35,614 | 432 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $28,568 | 432 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $31,440 | 432 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $30,426 | 440 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $25,185 | 440 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $21,375 | 440 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $24,059 | 440 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $27,600 | 432 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $37,087 | 432 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $26,382 | 432 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $31,129 | 432 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $29,207 | 432 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $23,682 | 432 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $22,809 | 432 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $20,355 | 432 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $16,333 | 432 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||