Position in AOS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,392,133
+$119,360 QoQ
Shares Held
22,196
+15.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#238
of 610 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sierra Legacy Group holds $13,251,626 across 8 Specialty Industrial Machinery names. AOS ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,223 | $3,725,095 | |
| 2 | AME |
Ametek Inc/
|
11,405 | $2,759,325 | |
| 3 | NDSN |
Nordson Corp
|
5,187 | $1,564,866 | |
| 4 | AOS |
Smith A O Corp
This page
|
22,196 | $1,392,133 | |
| 5 | OTIS |
Otis Worldwide Corp
|
16,751 | $1,199,371 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,065 | $1,041,697 | |
| 7 | IEX |
Idex Corp /De/
|
4,458 | $1,011,743 | |
| 8 | GGG |
Graco Inc
|
7,372 | $557,396 |
All Filings in AOS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,133 | 22,196 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,272,773 | 19,302 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,290,917 | 19,302 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,421,584 | 19,365 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,075,348 | 16,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $699,352 | 10,700 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $676,643 | 9,920 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||