Davis Investment Partners, LLC

Position in AOS — Smith A O Corp

CIK 1963865 CHARLOTTE, NC

Position in AOS

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

Position Value

$525,719

-$20,989 QoQ

Shares Held

8,382

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#344

of 610 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Davis Investment Partners, LLC holds $3,954,219 across 4 Specialty Industrial Machinery names. AOS ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	2,002	$2,352,069
2	ROK	Rockwell Automation, Inc	1,685	$834,209
3	AOS	Smith A O Corp This page	8,382	$525,719
4	DOV	DOVER Corp	1,080	$242,222

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,719	8,382	+1.1%	Shares	Sole	2026-08-07
2026-03-31	$546,708	8,291	-2.4%	Shares	Sole	2026-04-20
2025-12-31	$568,279	8,497	+1.0%	Shares	Sole	2026-01-06
2025-09-30	$617,524	8,412	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.