Legacy Financial Strategies, LLC

Position in AOS — Smith A O Corp

CIK 1723925 OVERLAND PARK, KS

Position in AOS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$387,421

-$171,750 QoQ

Shares Held

6,177

-27.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#369

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Legacy Financial Strategies, LLC holds $6,518,241 across 5 Specialty Industrial Machinery names. AOS ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDSN	Nordson Corp	10,038	$3,028,364
2	ITW	Illinois Tool Works Inc	6,898	$1,865,702
3	GEV	GE Vernova Inc.	719	$844,724
4	ETN	Eaton Corp plc	920	$392,030
5	AOS	Smith A O Corp This page	6,177	$387,421

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,421	6,177	-27.2%	Shares	Sole	2026-07-21
2026-03-31	$559,171	8,480	-77.7%	Shares	Sole	2026-05-01
2025-12-31	$2,538,764	37,960	-10.9%	Shares	Sole	2026-01-23
2025-09-30	$3,126,091	42,584	+2.9%	Shares	Sole	2025-11-06
2025-06-30	$2,714,401	41,397	+3.8%	Shares	Sole	2025-07-10
2025-03-31	$2,607,602	39,896	+2.7%	Shares	Sole	2025-04-08
2024-12-31	$2,649,822	38,848	-1.0%	Shares	Sole	2025-01-28
2024-09-30	$3,524,659	39,237	+0.1%	Shares	Sole	2024-10-18
2024-06-30	$3,206,021	39,203	+8.3%	Shares	Sole	2024-07-10
2024-03-31	$3,239,167	36,208	-5.0%	Shares	Sole	2024-04-10
2023-12-31	$3,143,684	38,133	-0.6%	Shares	Sole	2024-02-01
2023-09-30	$2,537,275	38,368	+3.2%	Shares	Sole	2023-11-13
2023-06-30	$2,705,087	37,168	+8.3%	Shares	Sole	2023-07-28
2023-03-31	$2,373,020	34,317	+9.8%	Shares	Sole	2023-05-10
2022-12-31	$1,788,292	31,242	+8.3%	Shares	Sole	2023-02-15
2022-09-30	$1,401,775	28,855	+14.5%	Shares	Sole	2022-11-08
2022-06-30	$1,378,537	25,211	+8.8%	Shares	Sole	2022-08-09
2022-03-31	$1,480,778	23,177	-1.9%	Shares	Sole	2022-05-06
2021-12-31	$2,028,292	23,626	+2.2%	Shares	Sole	2022-01-31
2021-09-30	$1,411,816	23,118	+6.4%	Shares	Sole	2021-11-15
2021-06-30	$1,565,719	21,728	+4.6%	Shares	Sole	2021-08-02
2021-03-31	$1,404,462	20,773	+3.1%	Shares	Sole	2021-05-07
2020-12-31	$1,105,006	20,157	+0.4%	Shares	Sole	2021-02-04
2020-09-30	$1,059,643	20,069	+3.5%	Shares	Sole	2020-11-03
2020-06-30	$913,326	19,383	+6.2%	Shares	Sole	2020-08-14
2020-03-31	$689,843	18,245	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.