Founders Financial Alliance, LLC

Position in AOS — Smith A O Corp

CIK 1832190 RALEIGH, NC

Position in AOS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$324,450

-$56,155 QoQ

Shares Held

5,173

-10.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#390

of 610 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $5,486,748 across 7 Specialty Industrial Machinery names. AOS ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,844	$2,064,125
2	GEV	GE Vernova Inc.	1,299	$1,526,143
3	EMR	Emerson Electric Co	4,185	$599,082
4	ROK	Rockwell Automation, Inc	1,082	$535,676
5	AOS	Smith A O Corp This page	5,173	$324,450
6	ITW	Illinois Tool Works Inc	823	$222,596
7	CMI	Cummins Inc	301	$214,676

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,450	5,173	-10.4%	Shares	Sole	2026-08-04
2026-03-31	$380,605	5,772	+2.9%	Shares	Sole	2026-05-11
2025-12-31	$374,996	5,607	+2.8%	Shares	Sole	2026-02-12
2025-09-30	$400,231	5,452	+42.1%	Shares	Sole	2025-11-07
2025-06-30	$251,592	3,837	+12.5%	Shares	Sole	2025-08-12
2025-03-31	$223,008	3,412	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$231,300	3,391	+38.1%	Shares	Sole	2025-02-07
2024-09-30	$220,622	2,456	+6.0%	Shares	Sole	2024-11-01
2024-03-31	$207,189	2,316	-32.1%	Shares	Sole	2024-05-14
2022-03-31	$217,992	3,412	0.0%	Shares	Sole	2022-05-12
2021-12-31	$292,920	3,412	-8.1%	Shares	Sole	2022-02-14
2021-09-30	$226,691	3,712	+2.1%	Shares	Sole	2021-11-15
2021-06-30	$262,080	3,637	0.0%	Shares	Sole	2021-08-02
2021-03-31	$245,895	3,637	+105.5%	Shares	Sole	2021-05-14
2020-09-30	$93,456	1,770	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.