Position in AOS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,096,666
-$1,279,035 QoQ
Shares Held
33,429
-33.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#194
of 610 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $15,352,555 across 26 Specialty Industrial Machinery names. AOS ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,389 | $3,843,488 | |
| 2 | XYL |
Xylem Inc.
|
31,679 | $3,744,774 | |
| 3 | AOS |
Smith A O Corp
This page
|
33,429 | $2,096,666 | |
| 4 | ETN |
Eaton Corp plc
|
4,656 | $1,984,014 | |
| 5 | EMR |
Emerson Electric Co
|
7,658 | $1,096,242 | |
| 6 | GEV |
GE Vernova Inc.
|
736 | $864,696 | |
| 7 | NPO |
Enpro Inc.
|
1,341 | $505,463 | |
| 8 | DOV |
DOVER Corp
|
2,013 | $451,475 |
All Filings in AOS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,096,666 | 33,429 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,375,701 | 50,474 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,399,185 | 32,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,664,166 | 25,380 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,604,653 | 24,551 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,604,844 | 23,528 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,387,681 | 26,580 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,209,859 | 27,022 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,428,123 | 27,142 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,239,977 | 27,171 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||