CX Institutional

Position in AOS — Smith A O Corp

CIK 1737089 AUBURN, IN

Position in AOS

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$4,345,931

+$336,318 QoQ

Shares Held

69,291

+14.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#142

of 610 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CX Institutional holds $24,919,325 across 26 Specialty Industrial Machinery names. AOS ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	4,574	$4,473,920
2	AOS	Smith A O Corp This page	69,291	$4,345,931
3	CMI	Cummins Inc	4,537	$3,235,833
4	GEV	GE Vernova Inc.	2,679	$3,147,449
5	ITW	Illinois Tool Works Inc	6,328	$1,711,534
6	EMR	Emerson Electric Co	11,155	$1,596,838
7	ETN	Eaton Corp plc	2,888	$1,230,634
8	XYL	Xylem Inc.	5,501	$650,273

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,345,931	69,291	+14.0%	Shares	Sole	2026-07-02
2026-03-31	$4,009,613	60,807	+1790.2%	Shares	Sole	2026-04-06
2025-12-31	$215,152	3,217	+6.7%	Shares	Sole	2026-02-02
2025-09-30	$221,331	3,015	+247.4%	Shares	Sole	2025-10-23
2025-06-30	$56,914	868	-49.7%	Shares	Sole	2025-07-16
2025-03-31	$112,876	1,727	+374.5%	Shares	Sole	2025-04-15
2022-06-30	$19,903	364	-53.5%	Shares	Sole	2022-08-02
2021-09-30	$47,817	783	-23.5%	Shares	Sole	2021-11-10
2021-06-30	$73,717	1,023	-21.2%	Shares	Sole	2021-08-04
2021-03-31	$87,825	1,299	-97.2%	Shares	Sole	2021-04-15
2020-12-31	$2,569,797	46,877	-17.1%	Shares	Sole	2021-01-12
2020-09-30	$2,985,998	56,553	+27.7%	Shares	Sole	2020-10-13
2020-06-30	$2,086,426	44,279	+25.3%	Shares	Sole	2020-08-06
2020-03-31	$1,335,940	35,333	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.