Position in AOS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,824,462
+$177,809 QoQ
Shares Held
29,089
+16.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#211
of 610 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $100,791,950 across 23 Specialty Industrial Machinery names. AOS ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
20,631 | $24,238,536 | |
| 2 | ETN |
Eaton Corp plc
|
53,079 | $22,618,023 | |
| 3 | PH |
Parker-Hannifin Corp
|
17,626 | $17,240,343 | |
| 4 | EMR |
Emerson Electric Co
|
114,675 | $16,415,726 | |
| 5 | CMI |
Cummins Inc
|
4,819 | $3,436,958 | |
| 6 | ITW |
Illinois Tool Works Inc
|
10,022 | $2,710,650 | |
| 7 | ROK |
Rockwell Automation, Inc
|
4,912 | $2,431,832 | |
| 8 | AOS |
Smith A O Corp
This page
|
29,089 | $1,824,462 |
All Filings in AOS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,824,462 | 29,089 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,646,653 | 24,972 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,578,501 | 23,602 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,964,745 | 26,764 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,042,571 | 31,151 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,674,392 | 25,618 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,109,844 | 16,271 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $416,669 | 5,095 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $597,682 | 6,681 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $281,120 | 3,410 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||