Peak Retirement Planning, Inc.

Pension

Position in AOS — Smith A O Corp

CIK 2056697 COLUMBUS, OH

Position in AOS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,421,752

+$1,396,208 QoQ

Shares Held

54,556

+77.6% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#158

of 610 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Peak Retirement Planning, Inc. holds $8,462,835 across 4 Specialty Industrial Machinery names. AOS ranks #2 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	12,998	$3,515,569
2	AOS	Smith A O Corp This page	54,556	$3,421,752
3	GEV	GE Vernova Inc.	1,087	$1,277,072
4	PH	Parker-Hannifin Corp	254	$248,442

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,421,752	54,556	+77.6%	Shares	Sole	2026-08-10
2026-03-31	$2,025,544	30,718	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.