Position in AOS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$352,298
+$70,405 QoQ
Shares Held
5,617
+31.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#380
of 610 holders
Holding Since
Mar 2026
2 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, 2026Oakmont Advisory Group, LLC holds $811,025 across 8 Specialty Industrial Machinery names. AOS ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
1,361 | $368,109 | |
| 2 | AOS |
Smith A O Corp
This page
|
5,617 | $352,298 | |
| 3 | CMI |
Cummins Inc
|
98 | $69,894 | |
| 4 | ETN |
Eaton Corp plc
|
30 | $12,783 | |
| 5 | GEV |
GE Vernova Inc.
|
3 | $3,524 | |
| 6 | DOV |
DOVER Corp
|
15 | $3,364 | |
| 7 | OTIS |
Otis Worldwide Corp
|
9 | $644 | |
| 8 | IR |
Ingersoll Rand Inc.
|
5 | $409 |
All Filings in AOS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,298 | 5,617 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $281,893 | 4,275 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||