Position in AOS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,808,499
-$121,419 QoQ
Shares Held
92,610
+3.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#123
of 610 holders
Holding Since
Jun 2024
9 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $61,305,235 across 18 Specialty Industrial Machinery names. AOS ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
20,883 | $14,893,964 | |
| 2 | ETN |
Eaton Corp plc
|
21,576 | $9,193,965 | |
| 3 | WTS |
Watts Water Technologies Inc
|
20,815 | $8,148,031 | |
| 4 | GEV |
GE Vernova Inc.
|
5,725 | $6,726,073 | |
| 5 | AOS |
Smith A O Corp
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|
92,610 | $5,808,499 | |
| 6 | ITW |
Illinois Tool Works Inc
|
13,185 | $3,566,146 | |
| 7 | JBTM |
JBT MAREL Corp
|
18,837 | $2,731,365 | |
| 8 | SXI |
Standex International Corp/De/
|
6,763 | $2,418,922 |
All Filings in AOS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,808,499 | 92,610 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,929,918 | 89,929 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,861,630 | 87,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,303,496 | 85,867 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,555,418 | 84,725 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,545,011 | 84,838 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,439,175 | 65,081 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,574,759 | 62,059 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,624,740 | 56,551 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||