Position in AOS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$878,205
-$61,571 QoQ
Shares Held
14,002
-1.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#283
of 610 holders
Holding Since
Dec 2022
15 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, 2026Applied Capital LLC/FL holds $2,988,952 across 2 Specialty Industrial Machinery names. AOS ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
7,804 | $2,110,747 | |
| 2 | AOS |
Smith A O Corp
This page
|
14,002 | $878,205 |
All Filings in AOS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,205 | 14,002 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $939,776 | 14,252 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $967,017 | 14,459 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,061,435 | 14,459 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $951,355 | 14,509 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $954,190 | 14,599 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,003,641 | 14,714 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,333,436 | 14,844 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,230,298 | 15,044 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,345,836 | 15,044 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,239,815 | 15,039 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,090,417 | 16,489 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,211,932 | 16,652 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,165,799 | 16,859 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,071,132 | 18,713 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||