Position in AOS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,225,423
+$21,491 QoQ
Shares Held
19,538
+7.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#250
of 610 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 18%
None 82%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MOKAN Wealth Management Inc. holds $2,501,500 across 2 Specialty Industrial Machinery names. AOS ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
4,718 | $1,276,077 | |
| 2 | AOS |
Smith A O Corp
This page
|
19,538 | $1,225,423 |
All Filings in AOS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,423 | 19,538 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,203,932 | 18,258 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,321,481 | 19,759 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,298,329 | 17,686 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||