Sound Financial Strategies Group, LLC

Position in AOS — Smith A O Corp

CIK 1800620 MADISON, MS

Position in AOS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$249,876

+$11,833 QoQ

Shares Held

3,984

+10.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#425

of 610 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,755,122 across 6 Specialty Industrial Machinery names. AOS ranks #5 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	2,692	$385,359
2	NDSN	Nordson Corp	1,033	$311,645
3	DOV	DOVER Corp	1,340	$300,535
4	ITW	Illinois Tool Works Inc	1,024	$276,961
5	AOS	Smith A O Corp This page	3,984	$249,876
6	PNR	PENTAIR plc	3,010	$230,746

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,876	3,984	+10.4%	Shares	Sole	2026-08-10
2026-03-31	$238,043	3,610	-39.9%	Shares	Sole	2026-05-08
2025-12-31	$401,413	6,002	-25.5%	Shares	Sole	2026-02-03
2025-03-31	$526,344	8,053	-20.8%	Shares	Sole	2025-05-09
2024-12-31	$693,695	10,170	+20.5%	Shares	Sole	2025-02-06
2024-09-30	$757,985	8,438	+2.9%	Shares	Sole	2024-11-12
2024-06-30	$670,596	8,200	+2.6%	Shares	Sole	2024-08-12
2024-03-31	$715,322	7,996	-2.3%	Shares	Sole	2024-05-13
2023-12-31	$674,853	8,186	-38.2%	Shares	Sole	2024-02-02
2023-09-30	$876,156	13,249	-6.6%	Shares	Sole	2023-11-06
2023-06-30	$1,032,820	14,191	-11.1%	Shares	Sole	2023-08-07
2023-03-31	$1,104,187	15,968	-12.4%	Shares	Sole	2023-05-02
2022-12-31	$1,043,427	18,229	+118.5%	Shares	Sole	2023-01-30
2021-12-31	$716,332	8,344	-3.0%	Shares	Sole	2022-02-03
2021-09-30	$525,568	8,606	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$618,707	8,586	-2.6%	Shares	Sole	2021-07-30
2021-03-31	$596,049	8,816	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.