PRECEDENT WEALTH PARTNERS, LLC

Position in AOS — Smith A O Corp

CIK 2008666 HOUSTON, TX

Position in AOS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,858,268

+$33,247 QoQ

Shares Held

29,628

+7.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#207

of 605 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PRECEDENT WEALTH PARTNERS, LLC holds $5,678,253 across 4 Specialty Industrial Machinery names. AOS ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	7,991	$2,161,325
2	AOS	Smith A O Corp This page	29,628	$1,858,268
3	CMI	Cummins Inc	2,039	$1,454,235
4	GEV	GE Vernova Inc.	174	$204,425

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,858,268	29,628	+7.0%	Shares	Sole	2026-07-21
2026-03-31	$1,825,021	27,677	+4.4%	Shares	Sole	2026-04-14
2025-12-31	$1,772,988	26,510	+4.9%	Shares	Sole	2026-01-07
2025-09-30	$1,854,483	25,262	-1.3%	Shares	Sole	2025-10-14
2025-06-30	$1,678,067	25,592	+6.3%	Shares	Sole	2025-07-21
2025-03-31	$1,572,888	24,065	—	Shares	Sole	2025-04-17
No filing history on record for this holder in this stock.