Position in AOS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,002,296
-$400,102 QoQ
Shares Held
79,756
-2.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#130
of 610 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Berger Financial Group, Inc holds $13,846,315 across 7 Specialty Industrial Machinery names. AOS ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AOS |
Smith A O Corp
This page
|
79,756 | $5,002,296 | |
| 2 | DCI |
DONALDSON Co INC
|
29,630 | $2,659,885 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,601 | $2,544,090 | |
| 4 | ETN |
Eaton Corp plc
|
3,784 | $1,612,438 | |
| 5 | GEV |
GE Vernova Inc.
|
1,222 | $1,435,678 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,294 | $349,988 | |
| 7 | AME |
Ametek Inc/
|
1,000 | $241,940 |
All Filings in AOS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,002,296 | 79,756 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,402,398 | 81,929 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||