CFS Investment Advisory Services, LLC

Position in AOS — Smith A O Corp

CIK 1845688 TOTOWA, NJ

Position in AOS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$463,061

-$80,152 QoQ

Shares Held

7,383

-10.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#353

of 610 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $10,637,040 across 8 Specialty Industrial Machinery names. AOS ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOV	DOVER Corp	12,201	$2,736,440
2	EMR	Emerson Electric Co	17,408	$2,491,955
3	ITW	Illinois Tool Works Inc	7,548	$2,041,507
4	PNR	PENTAIR plc	21,072	$1,615,379
5	AOS	Smith A O Corp This page	7,383	$463,061
6	ETN	Eaton Corp plc	1,052	$448,278
7	GEV	GE Vernova Inc.	369	$433,523
8	PH	Parker-Hannifin Corp	416	$406,897

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,061	7,383	-10.4%	Shares	Sole	2026-07-16
2026-03-31	$543,213	8,238	-2.6%	Shares	Sole	2026-04-29
2025-12-31	$565,938	8,462	-8.6%	Shares	Sole	2026-02-10
2025-09-30	$679,850	9,261	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$612,227	9,337	-24.9%	Shares	Sole	2025-08-11
2025-03-31	$812,620	12,433	-12.7%	Shares	Sole	2025-05-12
2024-12-31	$971,446	14,242	-1.0%	Shares	Sole	2025-01-21
2024-09-30	$1,292,114	14,384	-1.3%	Shares	Sole	2024-11-12
2024-06-30	$1,192,352	14,580	-15.3%	Shares	Sole	2024-08-13
2023-06-30	$1,252,980	17,216	-25.2%	Shares	Sole	2023-07-21
2022-06-30	$1,258,132	23,009	-98.7%	Shares	Sole	2022-08-16
2022-03-31	$27,000	1,716,788	+6265.5%	Shares	Sole	2022-05-27
2021-12-31	$2,315,374	26,970	-5.5%	Shares	Sole	2022-02-14
2021-09-30	$1,743,182	28,544	-7.9%	Shares	Sole	2021-11-19
2020-12-31	$1,698,159	30,977	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.