Mattson Financial Services, LLC

Position in AOS — Smith A O Corp

CIK 2034595 KENTWOOD, MI

Position in AOS

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

Position Value

$429,004

-$22,025 QoQ

Shares Held

6,840

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#358

of 610 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Mattson Financial Services, LLC holds $8,433,746 across 5 Specialty Industrial Machinery names. AOS ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	9,948	$4,239,041
2	ROK	Rockwell Automation, Inc	4,365	$2,161,024
3	ITW	Illinois Tool Works Inc	5,010	$1,355,054
4	AOS	Smith A O Corp This page	6,840	$429,004
5	DOV	DOVER Corp	1,113	$249,623

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,004	6,840	0.0%	Shares	Sole	2026-08-04
2026-03-31	$451,029	6,840	0.0%	Shares	Sole	2026-05-11
2025-12-31	$457,459	6,840	0.0%	Shares	Sole	2026-02-12
2025-09-30	$502,124	6,840	0.0%	Shares	Sole	2025-10-17
2025-06-30	$448,498	6,840	0.0%	Shares	Sole	2025-07-29
2025-03-31	$447,062	6,840	0.0%	Shares	Sole	2025-05-22
2024-12-31	$466,556	6,840	—	Shares	Sole	2025-03-10
No filing history on record for this holder in this stock.