Monte Financial Group, LLC

Position in AOS — Smith A O Corp

CIK 1755651 GUILFORD, CT

Position in AOS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,652,193

+$712,674 QoQ

Shares Held

74,174

+24.2% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#138

of 610 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Monte Financial Group, LLC holds $10,114,505 across 5 Specialty Industrial Machinery names. AOS ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AOS	Smith A O Corp This page	74,174	$4,652,193
2	PH	Parker-Hannifin Corp	2,213	$2,164,579
3	AME	Ametek Inc/	7,467	$1,806,565
4	GEV	GE Vernova Inc.	1,007	$1,183,084
5	ETN	Eaton Corp plc	723	$308,084

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,652,193	74,174	+24.2%	Shares	Sole	2026-08-07
2026-03-31	$3,939,519	59,744	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.